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
1051
$187K 0.01%
13,984
1052
$187K 0.01%
+10,217
1053
$185K 0.01%
39,666
-270
1054
$180K 0.01%
18,654
1055
$177K 0.01%
48,592
+180
1056
$176K 0.01%
10,000
1057
$170K 0.01%
77,202
-3,521
1058
$161K ﹤0.01%
+11,261
1059
$155K ﹤0.01%
14,022
-608
1060
$153K ﹤0.01%
10,529
+198
1061
$150K ﹤0.01%
16,656
+2,057
1062
$148K ﹤0.01%
11,609
+14
1063
$148K ﹤0.01%
23,498
-9,439
1064
$145K ﹤0.01%
+2,776
1065
$140K ﹤0.01%
+2,024
1066
$125K ﹤0.01%
15,514
+1,417
1067
$125K ﹤0.01%
23,960
+4,407
1068
$113K ﹤0.01%
12,140
-571
1069
$111K ﹤0.01%
11,364
1070
$86.8K ﹤0.01%
33,370
1071
$84.9K ﹤0.01%
16,450
-284
1072
$63.5K ﹤0.01%
11,690
+82
1073
$62.9K ﹤0.01%
10,245
+186
1074
$54.6K ﹤0.01%
10,777
1075
$52.9K ﹤0.01%
10,150
41 42
43
44 45