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
876
$312K 0.01%
7,192
877
$312K 0.01%
2,173
+414
878
$311K 0.01%
1,471
+218
879
$311K 0.01%
9,599
-71
880
$311K 0.01%
12,085
881
$310K 0.01%
5,673
-272
882
$309K 0.01%
3,016
-1,854
883
$308K 0.01%
3,261
+118
884
$308K 0.01%
+4,239
885
$308K 0.01%
2,474
-23,094
886
$307K 0.01%
8,017
887
$307K 0.01%
3,723
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888
$306K 0.01%
16,051
-20
889
$306K 0.01%
+7,238
890
$305K 0.01%
2,249
+3
891
$304K 0.01%
6,018
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892
$304K 0.01%
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893
$304K 0.01%
1,210
-32
894
$304K 0.01%
11,366
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895
$303K 0.01%
1,639
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896
$301K 0.01%
1,190
-385
897
$301K 0.01%
12,367
+750
898
$301K 0.01%
3,730
-769
899
$299K 0.01%
7,224
-59,259
900
$297K 0.01%
3,337
-4
34 35
36
37 38