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
101
$6.47M 0.19%
25,605
-4,348
102
$6.47M 0.19%
11,469
-1,734
103
$6.46M 0.19%
165,705
-6,478
104
$6.37M 0.19%
50,885
+380
105
$6.06M 0.18%
144,726
-8,131
106
$6.06M 0.18%
20,085
-365
107
$6M 0.18%
27,297
-32,573
108
$5.99M 0.18%
38,790
-261
109
$5.95M 0.17%
84,257
-3,118
110
$5.87M 0.17%
252,477
+10,279
111
$5.82M 0.17%
203,141
-7,313
112
$5.81M 0.17%
261,569
-32,250
113
$5.74M 0.17%
43,254
+1,556
114
$5.73M 0.17%
191,377
-15,340
115
$5.63M 0.16%
50,967
+2,271
116
$5.61M 0.16%
255,817
+22,818
117
$5.59M 0.16%
33,282
-7,229
118
$5.58M 0.16%
108,061
+67,285
119
$5.57M 0.16%
72,886
+2,258
120
$5.56M 0.16%
151,775
-13,400
121
$5.47M 0.16%
30,570
+37
122
$5.46M 0.16%
20,517
-677
123
$5.46M 0.16%
73,092
-4,070
124
$5.45M 0.16%
104,543
+2,130
125
$5.44M 0.16%
56,990
-5,132
3 4
5
6 7