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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

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
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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
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293
$268K 0.04%
1,000
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294
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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