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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$296K 0.05%
1,995
-271
252
$295K 0.05%
3,608
-100
253
$294K 0.05%
4,767
+73
254
$289K 0.05%
+1,486
255
$287K 0.05%
1,933
+55
256
$280K 0.05%
+12,026
257
$280K 0.05%
834
+11
258
$279K 0.05%
1,197
-29
259
$278K 0.04%
1,039
+15
260
$275K 0.04%
3,528
-1
261
$274K 0.04%
+1,197
262
$271K 0.04%
2,035
-16
263
$269K 0.04%
1,492
+31
264
$269K 0.04%
5,375
+543
265
$269K 0.04%
+4,505
266
$267K 0.04%
3,520
+4
267
$266K 0.04%
11,983
+1,301
268
$265K 0.04%
1,318
269
$264K 0.04%
16,506
+31
270
$258K 0.04%
+5,141
271
$257K 0.04%
+1,886
272
$255K 0.04%
+5,118
273
$255K 0.04%
2,383
+15
274
$249K 0.04%
4,282
+284
275
$246K 0.04%
2,710
-99
9 10
11
12 13