MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$6.5M
3
+$4.77M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.57M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.37M

Top Sells

1
+$30.4M
2
+$27.2M
3
+$26.5M
4
PG icon
Procter & Gamble
PG
+$18M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$313K 0.05%
736
+22
277
$313K 0.05%
1,847
+141
278
$311K 0.05%
4,387
+490
279
$309K 0.05%
5,080
+360
280
$308K 0.05%
7,315
-174
281
$307K 0.05%
2,350
282
$304K 0.05%
3,060
-77
283
$304K 0.05%
3,022
+8
284
$304K 0.05%
+1,732
285
$304K 0.05%
1,713
-198
286
$304K 0.05%
3,959
-543
287
$303K 0.05%
730
+2
288
$289K 0.05%
856
289
$286K 0.05%
2,339
-266
290
$280K 0.05%
1,316
-42
291
$274K 0.05%
17,436
292
$268K 0.04%
497
+10
293
$268K 0.04%
1,000
-59
294
$268K 0.04%
4,953
-111
295
$263K 0.04%
+11,448
296
$262K 0.04%
7,100
-32
297
$261K 0.04%
+4,808
298
$259K 0.04%
4,471
+24
299
$258K 0.04%
2,278
-241
300
$255K 0.04%
9,111
+474
10 11
12
13 14