MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.06%
2,634
227
$371K 0.06%
6,012
+132
228
$369K 0.06%
7,356
+1,723
229
$366K 0.06%
1,274
+56
230
$352K 0.05%
10,694
+4,162
231
$349K 0.05%
8,798
-985
232
$346K 0.05%
4,178
+501
233
$344K 0.05%
6,806
-393
234
$340K 0.05%
11,698
+28
235
$339K 0.05%
2,268
-24
236
$338K 0.05%
13,881
+218
237
$333K 0.05%
9,360
+1,748
238
$330K 0.05%
2,380
+8
239
$327K 0.05%
+7,646
240
$325K 0.05%
823
-2
241
$324K 0.05%
3,955
+96
242
$321K 0.05%
2,793
+592
243
$312K 0.05%
1,614
-33
244
$311K 0.05%
4,453
245
$311K 0.05%
4,401
+127
246
$310K 0.05%
3,054
247
$305K 0.05%
3,708
-156
248
$298K 0.05%
3,529
+47
249
$295K 0.05%
1,226
+151
250
$294K 0.05%
+5,342
8 9
10
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