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
176
$3.64M 0.11%
3,804
+299
177
$3.6M 0.11%
33,865
+24,768
178
$3.59M 0.11%
31,544
+1,871
179
$3.58M 0.1%
165,375
+5,813
180
$3.56M 0.1%
46,290
-650
181
$3.48M 0.1%
128,328
+5,005
182
$3.47M 0.1%
36,528
-6,658
183
$3.44M 0.1%
92,442
-101,463
184
$3.44M 0.1%
5
185
$3.41M 0.1%
41,761
-19,328
186
$3.38M 0.1%
11,303
+681
187
$3.35M 0.1%
3,404
-152
188
$3.35M 0.1%
35,009
-578
189
$3.33M 0.1%
108,395
-37,642
190
$3.3M 0.1%
32,693
-361
191
$3.27M 0.1%
16,357
+322
192
$3.26M 0.1%
11,356
-2,187
193
$3.21M 0.09%
21,386
+3,014
194
$3.21M 0.09%
29,641
+245
195
$3.2M 0.09%
15,511
-1,124
196
$3.19M 0.09%
56,423
+11,833
197
$3.19M 0.09%
31,514
+17,671
198
$3.17M 0.09%
29,049
+17,648
199
$3.14M 0.09%
71,076
+2,426
200
$3.12M 0.09%
6,115
+141
6 7
8
9 10