MFA

Mayflower Financial Advisors Portfolio holdings

AUM $796M
1-Year Est. Return 19.61%
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$329K 0.05%
1,074
-18
227
$327K 0.05%
8,312
+150
228
$327K 0.05%
3,073
229
$326K 0.04%
2,053
-31
230
$324K 0.04%
13,433
+3,000
231
$321K 0.04%
7,260
-1,150
232
$319K 0.04%
2,695
-50
233
$317K 0.04%
3,728
-25
234
$317K 0.04%
3,676
-188
235
$314K 0.04%
4,320
-8,088
236
$314K 0.04%
5,508
237
$312K 0.04%
+225
238
$309K 0.04%
+7,335
239
$305K 0.04%
5,790
240
$303K 0.04%
2,646
-638
241
$301K 0.04%
3,504
+1,040
242
$300K 0.04%
475
+6
243
$298K 0.04%
9,206
+1,589
244
$298K 0.04%
8,133
+4
245
$297K 0.04%
7,558
+1,003
246
$295K 0.04%
5,798
247
$295K 0.04%
5,049
-444
248
$292K 0.04%
1,980
-466
249
$287K 0.04%
4,168
+29
250
$286K 0.04%
5,002
-3,923
8 9
10
11 12