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
201
$3.11M 0.09%
12,561
-15
202
$3.09M 0.09%
27,127
-2,290
203
$3.08M 0.09%
11,362
-644
204
$3.08M 0.09%
51,784
-1,520
205
$3.08M 0.09%
33,601
-56,316
206
$3.05M 0.09%
29,281
-1,011
207
$3.05M 0.09%
146,046
+18,163
208
$3.04M 0.09%
22,201
+2,959
209
$3.03M 0.09%
68,279
+7,381
210
$3.01M 0.09%
94,635
-1,776
211
$2.91M 0.09%
36,327
-13,684
212
$2.91M 0.09%
23,205
-359
213
$2.89M 0.08%
54,652
-31,402
214
$2.89M 0.08%
5,510
-153
215
$2.89M 0.08%
100,735
+6,507
216
$2.87M 0.08%
174,709
-9,193
217
$2.86M 0.08%
80,751
-23,473
218
$2.8M 0.08%
30,538
+20,362
219
$2.79M 0.08%
31,586
-1,178
220
$2.78M 0.08%
43,552
221
$2.78M 0.08%
57,444
-89
222
$2.78M 0.08%
15,258
-350
223
$2.76M 0.08%
111,553
+1,361
224
$2.75M 0.08%
25,723
+2,203
225
$2.73M 0.08%
9,064
-9
7 8
9
10 11