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
351
$2.14K ﹤0.01%
450
352
– –
-4,169
353
– –
-25,000
354
– –
-13,108
355
– –
-9,209
356
– –
-2,086
357
– –
-6,145
358
– –
-2,579
359
– –
-4,657
360
– –
-10,152
361
– –
-4,094
362
– –
-45,844
363
– –
-35,172
364
– –
-24,156
365
– –
-1,151
11 12 13 14
15