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
1126
– –
-2,528
1127
– –
-55,339
1128
– –
-83,012
1129
– –
-8,965
1130
– –
-363
1131
– –
-17,107
1132
– –
-1,888
1133
– –
-6,981
1134
– –
-5,600
1135
– –
-3,955
1136
– –
-4,830
1137
– –
-2,408
1138
– –
-16,137
1139
– –
-49,768
1140
– –
-6,888
1141
– –
-508
1142
– –
-4,051
1143
– –
-8,152
1144
– –
-500
1145
– –
-5,274
1146
– –
-11,345
1147
– –
-15,160
1148
– –
-1,901
1149
– –
-25,371
1150
– –
-23,558
43 44 45
46
47