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
801
$385K 0.01%
+15,309
802
$385K 0.01%
9,411
-132
803
$384K 0.01%
1,597
-19
804
$382K 0.01%
613
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805
$379K 0.01%
32,693
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806
$379K 0.01%
10,847
-12,145
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$379K 0.01%
3,563
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$377K 0.01%
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809
$377K 0.01%
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811
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817
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$371K 0.01%
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813
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815
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819
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820
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1,267
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$358K 0.01%
4,334
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$356K 0.01%
4,657
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825
$355K 0.01%
797
+95
31 32
33
34 35