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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$3.61M
3 +$2.78M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.27M

Top Sells

1 +$359M
2 +$350M
3 +$19M
4
BAC icon
Bank of America
BAC
+$9.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.2M

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
376
-6,225
377
-10,000