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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$244K 0.04%
225
+2
277
$243K 0.04%
8,013
+3
278
$240K 0.04%
7,911
-1,132
279
$238K 0.04%
5,899
+247
280
$238K 0.04%
2,000
-113
281
$237K 0.04%
7,115
+147
282
$236K 0.04%
2,202
-32
283
$234K 0.04%
12,965
-6,788
284
$233K 0.04%
9,209
285
$232K 0.04%
493
+9
286
$228K 0.04%
1,025
-4
287
$226K 0.04%
4,193
+400
288
$224K 0.04%
1,643
+5
289
$221K 0.04%
2,724
-1,454
290
$220K 0.04%
+8,291
291
$220K 0.04%
7,017
+287
292
$219K 0.04%
+2,444
293
$219K 0.04%
5,045
294
$219K 0.04%
546
+5
295
$217K 0.04%
4,952
+39
296
$214K 0.03%
2,989
+25
297
$211K 0.03%
4,364
+50
298
$210K 0.03%
9,050
299
$210K 0.03%
9,343
-421
300
$210K 0.03%
+689
10 11
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