MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$23M
3
+$12.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$10.3M

Top Sells

1
+$97.5M
2
+$14.1M
3
+$11.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.16M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$5.88M

Sector Composition

1 Technology 12.22%
2 Financials 7.01%
3 Healthcare 4.3%
4 Consumer Discretionary 3.61%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$405K 0.01%
+12,779
777
$404K 0.01%
6,374
-9,247
778
$404K 0.01%
864
+47
779
$403K 0.01%
7,940
-1
780
$402K 0.01%
3,913
+490
781
$402K 0.01%
+2,220
782
$400K 0.01%
1,760
+407
783
$400K 0.01%
5,484
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784
$399K 0.01%
13,005
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785
$399K 0.01%
17,354
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786
$399K 0.01%
6,372
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787
$398K 0.01%
10,235
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788
$398K 0.01%
5,514
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789
$398K 0.01%
2,808
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790
$398K 0.01%
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$397K 0.01%
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$395K 0.01%
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794
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795
$390K 0.01%
7,180
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796
$389K 0.01%
2,276
797
$388K 0.01%
12,796
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798
$387K 0.01%
2,909
-237
799
$387K 0.01%
9,883
-311
800
$386K 0.01%
5,139
+1,743
30 31
32
33 34