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
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.05%
+3,382
252
$306K 0.05%
5,745
+552
253
$303K 0.05%
2,030
-2
254
$297K 0.04%
9,459
+1,816
255
$295K 0.04%
2,922
256
$294K 0.04%
1,412
+57
257
$288K 0.04%
2,826
-1,057
258
$287K 0.04%
1,881
-69
259
$284K 0.04%
3,441
+64
260
$284K 0.04%
6,005
-2,848
261
$275K 0.04%
3,350
-362
262
$275K 0.04%
25,294
-2,140
263
$273K 0.04%
246
+1
264
$272K 0.04%
1,050
-384
265
$268K 0.04%
10,827
-321
266
$266K 0.04%
683
+6
267
$264K 0.04%
3,037
+369
268
$263K 0.04%
1,257
-11
269
$262K 0.04%
1,138
-84
270
$262K 0.04%
3,621
-2,852
271
$261K 0.04%
5,229
+475
272
$259K 0.04%
2,357
-329
273
$257K 0.04%
5,196
+226
274
$253K 0.04%
2,763
+2
275
$253K 0.04%
691
-20
9 10
11
12 13