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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$2.77M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.21M
5
MMM icon
3M
MMM
+$1.94M

Top Sells

1
+$2.89M
2
+$1.34M
3
+$1.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$620K
5
JPM icon
JPMorgan Chase
JPM
+$413K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
80
352
$7K ﹤0.01%
3
353
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354
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355
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356
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357
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358
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359
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-1,854
360
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-1,809
361
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362
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-13,156
363
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-10,605
364
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-730
365
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-2,220
366
– –
-1,364
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