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
$669M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$374K 0.06%
19,657
227
$374K 0.06%
1,636
-28
228
$370K 0.06%
48,526
229
$368K 0.06%
4,892
-750
230
$357K 0.05%
4,570
-29
231
$354K 0.05%
2,613
-209
232
$352K 0.05%
11,476
+61
233
$350K 0.05%
2,767
-12
234
$350K 0.05%
11,376
-481
235
$346K 0.05%
2,441
+58
236
$346K 0.05%
6,701
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237
$345K 0.05%
5,926
-2,721
238
$345K 0.05%
4,299
-95
239
$345K 0.05%
5,901
-101
240
$338K 0.05%
2,161
-8
241
$338K 0.05%
4,962
-53
242
$330K 0.05%
874
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243
$325K 0.05%
7,890
-1,991
244
$324K 0.05%
1,000
-65
245
$324K 0.05%
1,379
246
$323K 0.05%
9,667
-4
247
$321K 0.05%
5,544
+298
248
$321K 0.05%
+7,495
249
$315K 0.05%
6,060
+1,060
250
$314K 0.05%
6,624
-1,289
8 9
10
11 12