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
926
$279K 0.01%
1,177
+8
927
$279K 0.01%
6,618
+39
928
$278K 0.01%
7,223
-52
929
$278K 0.01%
1,448
-229
930
$277K 0.01%
6,066
-20
931
$277K 0.01%
20,850
+3,599
932
$277K 0.01%
7,652
-18
933
$277K 0.01%
+2,219
934
$274K 0.01%
2,494
-371
935
$274K 0.01%
5,088
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936
$274K 0.01%
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937
$274K 0.01%
1,455
938
$272K 0.01%
1,390
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939
$272K 0.01%
5,435
-898
940
$272K 0.01%
1,044
-446
941
$272K 0.01%
14,646
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942
$271K 0.01%
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943
$270K 0.01%
7,640
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944
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2,212
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945
$269K 0.01%
2,251
-80
946
$269K 0.01%
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947
$269K 0.01%
35,779
-1,619
948
$268K 0.01%
+3,950
949
$268K 0.01%
2,030
-115
950
$268K 0.01%
9,916
-20
36 37
38
39 40