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
976
$248K 0.01%
4,370
-873
977
$247K 0.01%
2,558
-55
978
$244K 0.01%
9,289
+794
979
$244K 0.01%
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980
$243K 0.01%
+122
981
$242K 0.01%
6,409
+216
982
$242K 0.01%
+4,825
983
$241K 0.01%
4,621
984
$241K 0.01%
798
-4
985
$240K 0.01%
18,326
+519
986
$239K 0.01%
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987
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988
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+3,066
989
$238K 0.01%
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990
$237K 0.01%
2,963
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991
$237K 0.01%
3,571
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992
$235K 0.01%
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993
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994
$234K 0.01%
1,121
995
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996
$234K 0.01%
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997
$234K 0.01%
2,590
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998
$233K 0.01%
6,512
-130
999
$233K 0.01%
+50,370
1000
$233K 0.01%
1,989
-1,193
38 39
40
41 42