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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$400K 0.06%
3,857
+83
252
$399K 0.06%
2,115
+62
253
$391K 0.06%
+32,689
254
$391K 0.06%
1,516
-30
255
$389K 0.06%
5,744
-1,934
256
$388K 0.06%
3,823
+222
257
$388K 0.06%
1,952
+61
258
$375K 0.06%
1,631
+29
259
$373K 0.06%
1,858
+24
260
$370K 0.06%
247
261
$367K 0.06%
5,026
+5
262
$365K 0.05%
3,484
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263
$364K 0.05%
3,491
-2
264
$363K 0.05%
5,507
-20
265
$363K 0.05%
3,300
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266
$362K 0.05%
6,633
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267
$362K 0.05%
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268
$361K 0.05%
2,922
269
$355K 0.05%
2,720
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270
$353K 0.05%
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271
$353K 0.05%
5,026
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272
$341K 0.05%
3,706
-415
273
$338K 0.05%
3,420
-128
274
$334K 0.05%
3,970
-12,979
275
$331K 0.05%
1,123
-98
9 10
11
12 13