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
901
$296K 0.01%
587
-43
902
$296K 0.01%
2,115
+6
903
$295K 0.01%
6,014
+4
904
$294K 0.01%
6,914
905
$294K 0.01%
3,272
+675
906
$293K 0.01%
1,428
+344
907
$292K 0.01%
5,433
+7
908
$291K 0.01%
+9,252
909
$291K 0.01%
3,830
-27
910
$290K 0.01%
3,080
-832
911
$289K 0.01%
17,727
-9,693
912
$287K 0.01%
3,239
-4,509
913
$287K 0.01%
12,414
-5,949
914
$283K 0.01%
167,530
915
$283K 0.01%
5,483
-1,225
916
$283K 0.01%
9,801
917
$283K 0.01%
3,587
-2,031
918
$282K 0.01%
911
-62
919
$282K 0.01%
2,765
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920
$281K 0.01%
4,447
+625
921
$281K 0.01%
10,055
-301
922
$281K 0.01%
542
-94
923
$280K 0.01%
6,702
+227
924
$280K 0.01%
+3,123
925
$279K 0.01%
3,175
-9
35 36
37
38 39