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
326
$222K 0.04%
4,645
-1,357
327
$222K 0.04%
3,824
-58
328
$222K 0.04%
+8,401
329
$221K 0.04%
3,412
330
$220K 0.04%
+7,632
331
$218K 0.04%
900
-1,368
332
$217K 0.04%
+334
333
$217K 0.04%
6,225
334
$215K 0.04%
8,722
-86
335
$213K 0.04%
5,941
336
$212K 0.04%
4,199
337
$210K 0.04%
+1,664
338
$207K 0.03%
+5,504
339
$206K 0.03%
+2,676
340
$204K 0.03%
10,000
341
$203K 0.03%
19,026
342
$202K 0.03%
+4,026
343
$201K 0.03%
+1,465
344
$179K 0.03%
10,000
345
$161K 0.03%
10,500
346
$133K 0.02%
13,367
-1,000
347
$92.4K 0.02%
46,211
348
$79.7K 0.01%
13,366
+780
349
$39.3K 0.01%
+4,066
350
$37.4K 0.01%
+10,057
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