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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$202K 0.03%
+4,770
302
$195K 0.03%
7,368
-378
303
$179K 0.02%
10,461
+7
304
$173K 0.02%
11,567
305
$153K 0.02%
10,000
306
$143K 0.02%
10,152
307
$97K 0.01%
12,270
-8,900
308
$84K 0.01%
13,985
-393
309
$40K 0.01%
80
310
$28K ﹤0.01%
11,120
311
$26K ﹤0.01%
10,728
312
$25K ﹤0.01%
13,747
313
– –
-3,495
9 10 11 12
13