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
951
$267K 0.01%
1,569
-2,338
952
$265K 0.01%
+2,510
953
$265K 0.01%
+3,819
954
$263K 0.01%
7,427
-246
955
$262K 0.01%
+2,176
956
$262K 0.01%
695
+2
957
$262K 0.01%
+10,176
958
$261K 0.01%
7,018
959
$260K 0.01%
3,499
960
$260K 0.01%
5,000
961
$259K 0.01%
3,885
962
$259K 0.01%
75,866
+180
963
$258K 0.01%
5,090
+15
964
$258K 0.01%
1,829
+81
965
$257K 0.01%
+6,890
966
$256K 0.01%
+9,903
967
$256K 0.01%
3,765
-5
968
$255K 0.01%
19,441
-450
969
$254K 0.01%
10,793
+269
970
$252K 0.01%
+12,773
971
$252K 0.01%
+5,000
972
$251K 0.01%
7,070
-1,570
973
$251K 0.01%
9,385
-83
974
$250K 0.01%
+6,139
975
$249K 0.01%
14,781
-473
37 38
39
40 41