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
1101
– –
-5,535
1102
– –
-1,775
1103
– –
-6,122
1104
– –
-46,235
1105
– –
-34,676
1106
– –
-22,413
1107
– –
-35,242
1108
– –
-1,762
1109
– –
-9,413
1110
– –
-14,296
1111
– –
-36,032
1112
– –
-2,947
1113
– –
-6,340
1114
– –
-2,720
1115
– –
-36,836
1116
– –
-8,558
1117
– –
-5,842
1118
– –
-15,700
1119
– –
-17,560
1120
– –
-16,197
1121
– –
-14,683
1122
– –
-2,178
1123
– –
-4,961
1124
– –
-2,306
1125
– –
-10,796
43 44
45
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