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
$772M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$904K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.41M
4
OSH
Oak Street Health, Inc.
OSH
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.74%
3 Healthcare 7.17%
4 Consumer Staples 6.97%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$287K 0.04%
2,944
277
$285K 0.04%
711
-13
278
$284K 0.04%
4,754
-75
279
$281K 0.04%
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+2,345
280
$279K 0.04%
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281
$278K 0.04%
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282
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283
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284
$277K 0.04%
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285
$272K 0.04%
5,193
-30
286
$270K 0.03%
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287
$269K 0.03%
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288
$268K 0.03%
1,750
-5
289
$267K 0.03%
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290
$267K 0.03%
4,147
-299
291
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292
$266K 0.03%
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293
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294
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677
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295
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1,355
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296
$261K 0.03%
1,327
297
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+1,959
298
$259K 0.03%
4,970
-9
299
$259K 0.03%
2,677
-86
300
$259K 0.03%
+2,432
10 11
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