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
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$343K 0.05%
5,033
+7
277
$340K 0.05%
5,003
-741
278
$340K 0.05%
1,806
+10
279
$339K 0.05%
2,677
280
$332K 0.05%
+13,455
281
$331K 0.05%
1,497
-19
282
$329K 0.05%
1,732
283
$329K 0.05%
3,907
+50
284
$327K 0.05%
3,591
-115
285
$322K 0.05%
16,436
286
$318K 0.05%
2,350
287
$317K 0.05%
+3,427
288
$316K 0.05%
3,537
+46
289
$315K 0.05%
752
+7
290
$311K 0.05%
4,105
291
$310K 0.05%
7,729
+1,096
292
$306K 0.05%
6,762
+442
293
$302K 0.05%
247
294
$300K 0.04%
+5,952
295
$299K 0.04%
476
+108
296
$297K 0.04%
2,955
-93
297
$297K 0.04%
+1,694
298
$294K 0.04%
5,496
+334
299
$292K 0.04%
1,109
+262
300
$292K 0.04%
3,420
-169
10 11
12
13 14