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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$209K 0.03%
541
-5
302
$207K 0.03%
4,199
-530
303
$204K 0.03%
1,015
-43
304
$202K 0.03%
1,584
+93
305
$201K 0.03%
1,377
+124
306
$200K 0.03%
11,958
-89
307
$189K 0.03%
18,901
-1,113
308
$154K 0.02%
11,567
309
$153K 0.02%
10,000
310
$136K 0.02%
54,911
311
$123K 0.02%
5,193
-51
312
$118K 0.02%
19,770
313
$79K 0.01%
10,152
314
$66K 0.01%
13,221
-20
315
$54K 0.01%
2,579
316
$41K 0.01%
2,050
+694
317
$39K 0.01%
13,485
318
$38K 0.01%
15,115
+94
319
$31K ﹤0.01%
125
320
$28K ﹤0.01%
12,636
-342
321
– –
0
322
$16K ﹤0.01%
10,728
323
$10K ﹤0.01%
333
324
$5K ﹤0.01%
3
325
$4K ﹤0.01%
80
11 12
13
14 15