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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$260K 0.04%
1,318
-96
277
$258K 0.04%
2,051
+41
278
$258K 0.04%
6,760
279
$258K 0.04%
+5,439
280
$256K 0.04%
223
-3
281
$255K 0.04%
6,730
+533
282
$254K 0.04%
1,029
-56
283
$252K 0.04%
8,010
+2
284
$252K 0.04%
2,368
+14
285
$246K 0.04%
+9,209
286
$246K 0.04%
6,152
-3
287
$244K 0.04%
3,793
+82
288
$244K 0.04%
3,516
+7
289
$242K 0.04%
3,031
-567
290
$236K 0.04%
2,487
+12
291
$233K 0.04%
2,234
+11
292
$232K 0.04%
484
+4
293
$231K 0.04%
5,045
294
$225K 0.03%
4,913
+37
295
$219K 0.03%
4,161
296
$217K 0.03%
3,064
+235
297
$215K 0.03%
9,050
298
$214K 0.03%
1,638
-58
299
$214K 0.03%
6,432
-575
300
$211K 0.03%
9,094
+48
10 11
12
13 14