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
1076
$45.4K ﹤0.01%
20,631
1077
$44K ﹤0.01%
1,691
-33
1078
$41.9K ﹤0.01%
14,399
-44,258
1079
$40.9K ﹤0.01%
+10,797
1080
$39K ﹤0.01%
1,560
-158
1081
$32.4K ﹤0.01%
10,046
-2,049
1082
$17K ﹤0.01%
+10,000
1083
$1.48K ﹤0.01%
50
1084
– –
-2,078
1085
– –
-10,040
1086
– –
-7,115
1087
– –
-5,420
1088
– –
-42,650
1089
– –
-84,254
1090
– –
-6,619
1091
– –
-821
1092
– –
-5,535
1093
– –
-1,775
1094
– –
-6,122
1095
– –
-46,235
1096
– –
-34,676
1097
– –
-22,413
1098
– –
-35,242
1099
– –
-1,762
1100
– –
-6,303
42 43
44
45 46