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
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$467K 0.07%
1,894
-7
252
$462K 0.06%
1,296
-3
253
$459K 0.06%
42,280
-365
254
$456K 0.06%
4,938
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255
$450K 0.06%
5,027
+11
256
$437K 0.06%
5,450
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257
$435K 0.06%
5,400
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258
$433K 0.06%
5,542
+1
259
$430K 0.06%
4,787
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260
$427K 0.06%
12,727
261
$422K 0.06%
8,308
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262
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3,300
263
$416K 0.06%
+1,957
264
$415K 0.06%
3,669
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265
$409K 0.06%
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266
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267
$402K 0.06%
3,614
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269
$394K 0.05%
6,266
+1,519
270
$392K 0.05%
2,483
271
$392K 0.05%
4,437
-8,179
272
$391K 0.05%
8,438
-7,496
273
$390K 0.05%
1,639
-53
274
$388K 0.05%
10,937
+1,542
275
$387K 0.05%
15,947
+1,000
9 10
11
12 13