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
$772M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$904K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.41M
4
OSH
Oak Street Health, Inc.
OSH
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.74%
3 Healthcare 7.17%
4 Consumer Staples 6.97%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$215K 0.03%
1,456
-8
327
$212K 0.03%
+1,536
328
$211K 0.03%
+4,942
329
$210K 0.03%
1,282
-289
330
$210K 0.03%
2,468
+33
331
$210K 0.03%
9,209
332
$209K 0.03%
4,199
333
$208K 0.03%
+1,418
334
$207K 0.03%
+999
335
$205K 0.03%
1,723
-16
336
$202K 0.03%
+1,886
337
$202K 0.03%
2,316
-597
338
$201K 0.03%
5,694
-2,376
339
$200K 0.03%
+6,216
340
$180K 0.02%
11,500
341
$157K 0.02%
16,940
+364
342
$148K 0.02%
10,000
343
$126K 0.02%
14,367
+1,000
344
$90.1K 0.01%
46,211
345
$87.5K 0.01%
10,152
346
$41.7K 0.01%
10,728
347
$24.1K ﹤0.01%
12,586
348
$14.3K ﹤0.01%
450
349
$13.8K ﹤0.01%
2,579
350
$7.3K ﹤0.01%
2,050
11 12 13
14
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