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
376
-6,225
377
-10,000