MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$383K 0.05%
3,901
-2
277
$382K 0.05%
17,043
-2,047
278
$377K 0.05%
+15,162
279
$377K 0.05%
3,159
-241
280
$376K 0.05%
739
281
$375K 0.05%
11,499
+261
282
$375K 0.05%
2,701
283
$371K 0.05%
1,911
+35
284
$368K 0.05%
1,621
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285
$367K 0.05%
2,762
-7
286
$365K 0.05%
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287
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+8,960
288
$364K 0.05%
5,944
+1,012
289
$363K 0.05%
3,618
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290
$361K 0.05%
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291
$357K 0.05%
32,689
292
$356K 0.05%
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293
$354K 0.05%
4,579
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294
$354K 0.05%
8,540
+1,510
295
$350K 0.05%
+4,051
296
$349K 0.05%
3,222
297
$349K 0.05%
15,190
-211
298
$349K 0.05%
3,879
+52
299
$349K 0.05%
421
-2
300
$346K 0.05%
11,762
+74
10 11
12
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