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
1001
$233K 0.01%
+3,980
1002
$231K 0.01%
5,695
-47,189
1003
$231K 0.01%
+2,986
1004
$231K 0.01%
1,480
-36
1005
$231K 0.01%
6,521
-59
1006
$230K 0.01%
+1,446
1007
$227K 0.01%
7,061
-28,594
1008
$226K 0.01%
15,771
+282
1009
$225K 0.01%
1,076
+59
1010
$225K 0.01%
2,282
1011
$223K 0.01%
1,497
-57
1012
$222K 0.01%
4,787
-965
1013
$222K 0.01%
4,180
-1,300
1014
$221K 0.01%
+4,205
1015
$220K 0.01%
8,608
+75
1016
$218K 0.01%
9,223
1017
$218K 0.01%
+2,039
1018
$216K 0.01%
2,778
1019
$215K 0.01%
970
+228
1020
$215K 0.01%
1,261
+57
1021
$214K 0.01%
9,544
-5,120
1022
$213K 0.01%
6,865
-1,563
1023
$212K 0.01%
5,483
-978
1024
$212K 0.01%
+6,056
1025
$210K 0.01%
5,103
-7,189
39 40
41
42 43