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
$608M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.18M
3
+$1.77M
4
CME icon
CME Group
CME
+$1.62M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.17M

Top Sells

1
+$1.88M
2
+$1.65M
3
+$1.02M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$953K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$870K

Sector Composition

1 Technology 12.89%
2 Financials 6.29%
3 Healthcare 4.84%
4 Consumer Discretionary 4.17%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50.1K 0.01%
10,057
352
$2.63K ﹤0.01%
450
353
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-1,202
354
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-9,111
355
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-18,272
356
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-2,426
357
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-698
358
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359
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-4,645
360
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-4,066
361
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-1,465
362
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-4,857
363
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-3,068
364
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-406
365
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-3,906
366
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-5,497
367
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368
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