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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.06%
32,399
-468
227
$369K 0.06%
11,653
+959
228
$362K 0.06%
5,076
+1
229
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231
$358K 0.06%
+2,108
232
$358K 0.06%
2,647
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233
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234
$350K 0.06%
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235
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236
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8,709
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237
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238
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4,315
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239
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8,458
+1,698
240
$331K 0.05%
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241
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242
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244
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5,475
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245
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947
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246
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7,203
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247
$315K 0.05%
5,244
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248
$311K 0.05%
9,661
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249
$308K 0.05%
11,549
-149
250
$300K 0.05%
2,075
-41
8 9
10
11 12