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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$255K 0.04%
488
+12
302
$254K 0.04%
8,070
+171
303
$251K 0.04%
3,851
+167
304
$251K 0.04%
2,021
-120
305
$250K 0.04%
698
-18
306
$250K 0.04%
3,068
-150
307
$249K 0.04%
+783
308
$247K 0.04%
9,920
-312
309
$247K 0.04%
7,686
-299
310
$246K 0.04%
5,497
-126
311
$243K 0.04%
15,368
-389
312
$242K 0.04%
+1,202
313
$241K 0.04%
+10,139
314
$239K 0.04%
2,793
315
$238K 0.04%
9,142
-25,360
316
$235K 0.04%
+326
317
$234K 0.04%
12,777
-1,778
318
$234K 0.04%
2,147
-64
319
$232K 0.04%
1,310
-10
320
$232K 0.04%
1,768
-43
321
$231K 0.04%
2,426
-4
322
$229K 0.04%
3,195
-100,015
323
$228K 0.04%
+1,998
324
$228K 0.04%
406
+5
325
$223K 0.04%
4,913
-745
11 12
13
14 15