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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$286K 0.04%
2,570
+36
252
$286K 0.04%
6,324
+604
253
$283K 0.04%
978
+30
254
$282K 0.04%
6,919
+200
255
$276K 0.04%
1,236
+114
256
$275K 0.04%
3,424
-968
257
$273K 0.04%
2,091
-187
258
$270K 0.04%
+6,457
259
$270K 0.04%
4,368
-9,693
260
$270K 0.04%
1,856
+10
261
$269K 0.04%
+5,600
262
$261K 0.04%
+4,289
263
$261K 0.04%
1,730
264
$260K 0.04%
1,908
-104
265
$259K 0.04%
1,580
+67
266
$254K 0.03%
719
+24
267
$253K 0.03%
5,078
-699
268
$252K 0.03%
1,057
+100
269
$252K 0.03%
1,674
+10
270
$251K 0.03%
+5,548
271
$246K 0.03%
+2,340
272
$246K 0.03%
4,125
+98
273
$245K 0.03%
1,652
+15
274
$244K 0.03%
+4,595
275
$244K 0.03%
5,144
9 10
11
12 13