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
151
$4.53M 0.13%
124,771
-24,126
152
$4.46M 0.13%
84,373
+35,862
153
$4.44M 0.13%
+174,075
154
$4.42M 0.13%
48,821
-32,195
155
$4.37M 0.13%
442,658
+214,122
156
$4.34M 0.13%
25,889
+494
157
$4.26M 0.12%
41,463
+2,169
158
$4.23M 0.12%
67,959
-1,612
159
$4.14M 0.12%
44,829
+16,918
160
$4.07M 0.12%
117,810
-338
161
$3.99M 0.12%
28,865
+7,524
162
$3.97M 0.12%
25,581
+14,239
163
$3.96M 0.12%
87,442
+7,449
164
$3.95M 0.12%
103,487
-175
165
$3.92M 0.11%
77,181
+7,484
166
$3.88M 0.11%
90,902
-724
167
$3.8M 0.11%
68,476
+3,958
168
$3.79M 0.11%
40,596
+2,200
169
$3.75M 0.11%
62,519
+26,517
170
$3.74M 0.11%
167,502
-20,817
171
$3.73M 0.11%
40,978
-1,545
172
$3.68M 0.11%
94,722
+11,942
173
$3.67M 0.11%
148,133
-118,559
174
$3.67M 0.11%
65,061
-2,099
175
$3.65M 0.11%
55,389
+2,510
5 6
7
8 9