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
$772M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$904K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.41M
4
OSH
Oak Street Health, Inc.
OSH
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.74%
3 Healthcare 7.17%
4 Consumer Staples 6.97%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$435K 0.06%
5,938
-1
227
$431K 0.06%
6,817
-12
228
$431K 0.06%
4,766
+6
229
$431K 0.06%
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230
$430K 0.06%
12,749
+3,171
231
$427K 0.06%
7,428
+216
232
$426K 0.06%
5,642
-309
233
$425K 0.06%
8,647
-1,105
234
$420K 0.05%
3,883
-4
235
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8,853
-2,357
236
$409K 0.05%
4,861
237
$408K 0.05%
1,664
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238
$404K 0.05%
11,857
+46
239
$401K 0.05%
2,098
-8
240
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6,002
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241
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48,526
243
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9,449
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244
$384K 0.05%
19,657
245
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11,415
-1,131
246
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4,010
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247
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6,926
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248
$368K 0.05%
1,065
+103
249
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1,046
-9
250
$357K 0.05%
9,258
-3,410
8 9
10
11 12