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
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$504K 0.08%
8,071
-697
227
$503K 0.08%
+5,444
228
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229
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232
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233
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234
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236
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237
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238
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239
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240
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241
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246
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247
$421K 0.06%
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248
$418K 0.06%
3,922
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249
$417K 0.06%
12,727
-3,320
250
$413K 0.06%
5,575
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10
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