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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$243K 0.03%
4,161
277
$242K 0.03%
2,239
278
$237K 0.03%
4,729
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279
$237K 0.03%
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280
$235K 0.03%
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281
$230K 0.03%
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282
$229K 0.03%
2,682
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283
$225K 0.03%
+2,176
284
$224K 0.03%
3,464
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285
$224K 0.03%
728
-30
286
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+397
287
$219K 0.03%
+3,540
288
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+7,123
289
$216K 0.03%
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290
$215K 0.03%
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-30
291
$214K 0.03%
+3,723
292
$212K 0.03%
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293
$212K 0.03%
5,011
-1,500
294
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295
$210K 0.03%
+3,540
296
$208K 0.03%
+2,036
297
$206K 0.03%
11,308
+206
298
$206K 0.03%
+1,665
299
$205K 0.03%
+1,534
300
$204K 0.03%
+2,123
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