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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.05%
5,395
+25
252
$294K 0.05%
+5,630
253
$290K 0.04%
4,694
-58
254
$285K 0.04%
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255
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256
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9,043
-83
257
$282K 0.04%
4,670
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258
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259
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260
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261
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6,756
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262
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263
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4,607
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265
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266
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272
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1,878
-44
273
$262K 0.04%
4,314
-117
274
$260K 0.04%
+4,024
275
$260K 0.04%
5,652
+229
9 10
11
12 13