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
826
$355K 0.01%
9,590
-202
827
$355K 0.01%
741
+63
828
$352K 0.01%
3,025
+132
829
$352K 0.01%
+4,747
830
$352K 0.01%
9,665
+850
831
$351K 0.01%
1,258
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832
$351K 0.01%
17,323
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833
$349K 0.01%
761
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834
$348K 0.01%
+3,689
835
$346K 0.01%
5,695
+693
836
$346K 0.01%
4,520
837
$344K 0.01%
+17,636
838
$342K 0.01%
+3,560
839
$340K 0.01%
27,803
-345
840
$339K 0.01%
4,125
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841
$338K 0.01%
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842
$338K 0.01%
16,149
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843
$337K 0.01%
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844
$337K 0.01%
6,936
845
$336K 0.01%
12,504
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846
$335K 0.01%
2,181
+14
847
$335K 0.01%
+15,173
848
$333K 0.01%
1,256
-143
849
$332K 0.01%
2,182
+352
850
$330K 0.01%
4,542
-39
32 33
34
35 36