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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$437K 0.07%
+13,449
227
$436K 0.07%
4,258
-23
228
$435K 0.07%
3,858
-4
229
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3,689
-1,115
230
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11,694
+131
231
$432K 0.07%
6,826
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232
$431K 0.07%
3,170
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233
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3,014
-1,216
234
$424K 0.07%
17,520
+1,434
235
$422K 0.07%
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236
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237
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1,537
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238
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8,276
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239
$407K 0.07%
2,797
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240
$406K 0.07%
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241
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242
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243
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244
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245
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1,306
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246
$392K 0.07%
1,903
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247
$390K 0.07%
701
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248
$385K 0.06%
6,642
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249
$373K 0.06%
4,986
-36
250
$371K 0.06%
2,293
+534
8 9
10
11 12