MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
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
+$3.87M
2
+$3.37M
3
+$2.75M
4
LLY icon
Eli Lilly
LLY
+$2.34M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.01M

Top Sells

1
+$63.6M
2
+$1.96M
3
+$1.78M
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$1.22M
5
OEF icon
iShares S&P 100 ETF
OEF
+$887K

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%
4,000
-226
281
$237K 0.04%
7,115
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282
$236K 0.04%
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-32
283
$234K 0.04%
12,965
-6,788
284
$233K 0.04%
9,209
285
$232K 0.04%
493
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286
$228K 0.04%
1,025
-4
287
$226K 0.04%
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288
$224K 0.04%
1,643
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289
$221K 0.04%
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-1,454
290
$220K 0.04%
+8,291
291
$220K 0.04%
7,017
+287
292
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293
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294
$219K 0.04%
546
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295
$217K 0.04%
4,402
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296
$214K 0.03%
2,989
+25
297
$211K 0.03%
4,426
+50
298
$210K 0.03%
9,343
-421
299
$210K 0.03%
9,050
300
$210K 0.03%
+689
10 11
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