MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$251K 0.03%
4,790
-501
352
$250K 0.03%
3,412
353
$250K 0.03%
7,875
354
$248K 0.03%
9,522
-4
355
$246K 0.03%
1,340
-14
356
$245K 0.03%
1,664
357
$245K 0.03%
4,701
358
$244K 0.03%
7,263
+334
359
$243K 0.03%
1,673
+47
360
$243K 0.03%
3,090
-681
361
$238K 0.03%
5,941
362
$238K 0.03%
27,370
363
$237K 0.03%
+1,295
364
$236K 0.03%
410
-5
365
$235K 0.03%
2,559
-7
366
$235K 0.03%
+2,290
367
$234K 0.03%
9,095
+373
368
$234K 0.03%
310
-15
369
$233K 0.03%
+434
370
$231K 0.03%
+494
371
$231K 0.03%
+1,060
372
$228K 0.03%
5,624
+78
373
$228K 0.03%
+705
374
$221K 0.03%
+7,567
375
$217K 0.03%
8,705
-4,750
13 14
15
16 17