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
351
$215K 0.03%
+1,603
352
$213K 0.03%
1,519
-275
353
$211K 0.03%
+2,979
354
$208K 0.03%
2,293
-500
355
$208K 0.03%
6,955
-29
356
$207K 0.03%
+2,162
357
$207K 0.03%
+248
358
$206K 0.03%
+5,487
359
$206K 0.03%
8,447
-1,692
360
$202K 0.03%
+1,902
361
$192K 0.03%
17,000
-2,026
362
$180K 0.03%
10,000
363
$174K 0.03%
10,500
364
$165K 0.02%
16,318
+4,500
365
$95.9K 0.01%
44,211
-2,000
366
$75.9K 0.01%
23,428
+2,492
367
$45.7K 0.01%
10,053
-4
368
$9.48K ﹤0.01%
+702
369
– –
-954
370
– –
-5,839
371
– –
-13,558
372
– –
-450
373
– –
-8,365
374
– –
-29,913
375
– –
-1,331
12 13 14
15
16