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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$241K 0.04%
1,547
+30
327
$241K 0.04%
+1,112
328
$241K 0.04%
6,581
+77
329
$240K 0.04%
+411
330
$238K 0.04%
8,373
331
$237K 0.04%
3,412
332
$236K 0.04%
2,088
-180
333
$235K 0.04%
+3,024
334
$233K 0.04%
+9,378
335
$229K 0.03%
2,942
+50
336
$229K 0.03%
368
+25
337
$227K 0.03%
2,074
+232
338
$226K 0.03%
4,716
-2,111
339
$225K 0.03%
1,664
340
$225K 0.03%
+1,046
341
$223K 0.03%
+4,887
342
$223K 0.03%
5,941
343
$222K 0.03%
8,288
-550
344
$222K 0.03%
+2,696
345
$221K 0.03%
4,924
+141
346
$221K 0.03%
2,445
-548
347
$218K 0.03%
+2,238
348
$218K 0.03%
3,284
-57
349
$218K 0.03%
8,454
350
$215K 0.03%
4,199
12 13
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