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
126
$5.43M 0.16%
17,216
-1,363
127
$5.42M 0.16%
36,280
-27,537
128
$5.41M 0.16%
186,487
+1,935
129
$5.41M 0.16%
22,783
-4,720
130
$5.4M 0.16%
709,251
+484,449
131
$5.39M 0.16%
28,214
-3,668
132
$5.37M 0.16%
50,810
-2,838
133
$5.08M 0.15%
680,697
+455,103
134
$5M 0.15%
74,349
+8,211
135
$4.95M 0.14%
41,034
+33,466
136
$4.93M 0.14%
68,791
+2,640
137
$4.89M 0.14%
77,239
-996
138
$4.84M 0.14%
184,699
+98,894
139
$4.77M 0.14%
49,815
+1,523
140
$4.71M 0.14%
72,894
-1,005
141
$4.69M 0.14%
27,266
+177
142
$4.68M 0.14%
200,822
+10,920
143
$4.64M 0.14%
24,349
-2,289
144
$4.63M 0.14%
48,293
+291
145
$4.58M 0.13%
130,314
+23,403
146
$4.57M 0.13%
54,660
+3,886
147
$4.57M 0.13%
40,766
+2,674
148
$4.57M 0.13%
46,996
+1,515
149
$4.56M 0.13%
33,574
-23,309
150
$4.55M 0.13%
35,375
+1,260
4 5
6
7 8