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
$669M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$251K 0.04%
17,901
277
$250K 0.04%
1,274
+3
278
$250K 0.04%
4,845
-190
279
$250K 0.04%
1,754
+4
280
$250K 0.04%
1,336
+9
281
$245K 0.04%
7,837
-153
282
$245K 0.04%
2,677
283
$244K 0.04%
7,358
-5,391
284
$243K 0.04%
14,674
-1,664
285
$243K 0.04%
1,394
-26
286
$239K 0.04%
7,101
-114
287
$239K 0.04%
1,040
+41
288
$239K 0.04%
1,363
-7
289
$237K 0.04%
2,877
+409
290
$235K 0.04%
5,487
-10,954
291
$234K 0.04%
9,226
292
$233K 0.03%
1,497
-589
293
$230K 0.03%
666
-7
294
$230K 0.03%
3,961
-186
295
$227K 0.03%
853
-1,270
296
$227K 0.03%
15,470
-55
297
$225K 0.03%
771
-275
298
$225K 0.03%
719
+1
299
$224K 0.03%
2,027
+281
300
$224K 0.03%
3,043
10 11
12
13 14