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
76
$8.01M 0.23%
83,951
+2,188
77
$7.98M 0.23%
657,626
+345,156
78
$7.93M 0.23%
88,283
+17,891
79
$7.75M 0.23%
153,188
-41,866
80
$7.67M 0.22%
70,017
-5,312
81
$7.66M 0.22%
40,387
-531
82
$7.62M 0.22%
241,913
+21,300
83
$7.57M 0.22%
244,434
-102,438
84
$7.5M 0.22%
65,251
+14,093
85
$7.5M 0.22%
168,998
-18,188
86
$7.45M 0.22%
141,933
-15,941
87
$7.36M 0.22%
19,301
-1,415
88
$7.32M 0.21%
18,901
-243
89
$7.09M 0.21%
104,670
+328
90
$6.94M 0.2%
157,955
+47,924
91
$6.83M 0.2%
144,907
-72,473
92
$6.83M 0.2%
11,399
+201
93
$6.82M 0.2%
44,439
+4,842
94
$6.66M 0.19%
144,819
-36,188
95
$6.65M 0.19%
109,235
-2,222
96
$6.64M 0.19%
52,259
-1,717
97
$6.6M 0.19%
206,472
+51,853
98
$6.53M 0.19%
109,910
+8,668
99
$6.5M 0.19%
130,118
+2,786
100
$6.47M 0.19%
103,640
+3,084
2 3
4
5 6