MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$370K 0.06%
4,050
+429
252
$368K 0.06%
3,227
+550
253
$367K 0.06%
10,208
-864
254
$360K 0.06%
4,972
+196
255
$359K 0.06%
17,994
256
$357K 0.06%
3,799
-1,122
257
$355K 0.06%
4,058
-275
258
$355K 0.06%
+4,607
259
$350K 0.06%
1,348
+19
260
$349K 0.06%
5,797
+157
261
$346K 0.06%
1,809
+16
262
$346K 0.06%
2,922
263
$339K 0.06%
1,234
+6
264
$339K 0.06%
1,254
265
$332K 0.06%
7,447
-7,739
266
$330K 0.06%
248
-6
267
$329K 0.06%
+1,508
268
$327K 0.05%
5,975
+188
269
$325K 0.05%
4,857
-698
270
$325K 0.05%
3,581
-15,206
271
$323K 0.05%
1,634
+439
272
$322K 0.05%
1,277
+15
273
$321K 0.05%
804
+40
274
$320K 0.05%
+4,243
275
$317K 0.05%
+5,020
9 10
11
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