MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$333M
2
+$6.5M
3
+$4.77M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.57M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.37M

Top Sells

1
+$30.4M
2
+$27.2M
3
+$26.5M
4
PG icon
Procter & Gamble
PG
+$18M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

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
351
$2.14K ﹤0.01%
450
352
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-13,108
353
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-25,000
354
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-9,209
355
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-2,086
356
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-6,145
357
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-2,579
358
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-4,657
359
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-10,152
360
– –
-4,094
361
– –
-45,844
362
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-35,172
363
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-24,156
364
– –
-1,151
365
– –
-4,169
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