MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$2.77M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.21M
5
MMM icon
3M
MMM
+$1.94M

Top Sells

1
+$2.89M
2
+$1.34M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K
5
JPM icon
JPMorgan Chase
JPM
+$413K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$334K 0.05%
1,414
-251
252
$333K 0.04%
4,610
+10
253
$333K 0.04%
3,859
+292
254
$330K 0.04%
2,223
+65
255
$320K 0.04%
3,054
256
$319K 0.04%
1,058
+29
257
$315K 0.04%
1,857
+13
258
$314K 0.04%
4,719
-400
259
$313K 0.04%
2,311
+290
260
$311K 0.04%
4,494
+305
261
$311K 0.04%
+10,682
262
$310K 0.04%
226
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263
$310K 0.04%
4,478
+10
264
$309K 0.04%
4,047
-130
265
$309K 0.04%
1,756
-254
266
$307K 0.04%
2,789
-33
267
$307K 0.04%
3,482
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268
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3,677
269
$305K 0.04%
+7,613
270
$305K 0.04%
2,010
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271
$296K 0.04%
5,045
+75
272
$292K 0.04%
2,941
+1
273
$292K 0.04%
5,370
+36
274
$291K 0.04%
2,475
+326
275
$291K 0.04%
3,509
9 10
11
12 13