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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$209K 0.03%
+5,823
302
$208K 0.03%
18,901
303
$208K 0.03%
4,803
-1,953
304
$207K 0.03%
4,199
305
$206K 0.03%
4,113
-2,039
306
$204K 0.03%
1,461
+84
307
$204K 0.03%
+4,103
308
$202K 0.03%
3,043
-1,410
309
$197K 0.03%
11,837
-121
310
$180K 0.03%
+11,500
311
$177K 0.03%
15,299
+2,078
312
$163K 0.03%
+10,085
313
$151K 0.02%
10,000
314
$135K 0.02%
11,567
315
$97K 0.02%
18,770
-1,000
316
$62K 0.01%
10,152
317
$53K 0.01%
2,579
318
$40K 0.01%
54,911
319
$37K 0.01%
13,485
320
$29K ﹤0.01%
12,636
321
$26K ﹤0.01%
2,050
322
$23K ﹤0.01%
15,000
-115
323
$17K ﹤0.01%
333
324
$14K ﹤0.01%
10,728
325
$8K ﹤0.01%
+450
10 11 12
13
14