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
1026
$210K 0.01%
+7,092
1027
$210K 0.01%
8,260
1028
$209K 0.01%
2,997
-4,682
1029
$209K 0.01%
12,205
1030
$209K 0.01%
+5,171
1031
$208K 0.01%
20,967
+18
1032
$207K 0.01%
+975
1033
$206K 0.01%
+3,730
1034
$206K 0.01%
+863
1035
$205K 0.01%
+15,813
1036
$205K 0.01%
522
-752
1037
$205K 0.01%
1,849
-133
1038
$205K 0.01%
+11,408
1039
$204K 0.01%
5,428
+278
1040
$204K 0.01%
+959
1041
$204K 0.01%
2,110
-7,576
1042
$203K 0.01%
+13,650
1043
$203K 0.01%
+9,970
1044
$203K 0.01%
+3,000
1045
$201K 0.01%
+4,386
1046
$197K 0.01%
+18,735
1047
$193K 0.01%
14,112
-1,892
1048
$192K 0.01%
13,941
-5,896
1049
$189K 0.01%
+25,433
1050
$188K 0.01%
12,090
-2,047
40 41
42
43 44