MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$3.87M
2
+$3.37M
3
+$2.75M
4
LLY icon
Eli Lilly
LLY
+$2.34M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.01M

Top Sells

1
+$63.6M
2
+$1.96M
3
+$1.78M
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$1.22M
5
OEF icon
iShares S&P 100 ETF
OEF
+$887K

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
326
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0
327
$2K ﹤0.01%
125
328
$1K ﹤0.01%
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345
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