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
851
$329K 0.01%
3,309
+6
852
$328K 0.01%
2,574
+317
853
$327K 0.01%
5,068
-1,268
854
$327K 0.01%
3,110
+357
855
$327K 0.01%
12,679
+249
856
$327K 0.01%
+19,935
857
$327K 0.01%
1,935
+356
858
$325K 0.01%
14,997
859
$325K 0.01%
31,199
+613
860
$325K 0.01%
+4,487
861
$325K 0.01%
9,617
+700
862
$325K 0.01%
1,256
+484
863
$325K 0.01%
1,794
+340
864
$324K 0.01%
665
+159
865
$323K 0.01%
2,381
+506
866
$320K 0.01%
3,053
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867
$319K 0.01%
14,600
868
$318K 0.01%
3,974
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869
$318K 0.01%
+767
870
$317K 0.01%
5,650
-1,436
871
$317K 0.01%
11,182
-272
872
$317K 0.01%
12,587
-7,414
873
$316K 0.01%
5,716
-343
874
$315K 0.01%
1,232
+168
875
$314K 0.01%
1,186
-1,165
33 34
35
36 37