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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.61M
3
+$2.78M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.27M

Top Sells

1
+$359M
2
+$350M
3
+$19M
4
BAC icon
Bank of America
BAC
+$9.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.2M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$328K 0.05%
2,350
277
$327K 0.05%
5,162
+122
278
$326K 0.05%
9,626
+100
279
$325K 0.05%
1,914
+55
280
$325K 0.05%
4,502
+17
281
$320K 0.05%
1,796
-993
282
$319K 0.05%
745
+9
283
$315K 0.05%
1,732
284
$315K 0.05%
4,105
285
$315K 0.05%
6,320
-326
286
$314K 0.05%
2,677
287
$311K 0.05%
2,067
-22
288
$309K 0.05%
3,048
-23
289
$306K 0.05%
2,091
-98
290
$300K 0.05%
5,316
+184
291
$300K 0.05%
8,900
+3
292
$298K 0.05%
1,255
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293
$294K 0.04%
1,121
+17
294
$290K 0.04%
3,019
-1,834
295
$288K 0.04%
13,944
-800
296
$288K 0.04%
6,867
+158
297
$288K 0.04%
740
+219
298
$283K 0.04%
3,870
+143
299
$283K 0.04%
9,982
-38
300
$280K 0.04%
+3,589
10 11
12
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