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
$669M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$157K 0.02%
10,500
377
$84.3K 0.01%
23,820
+392
378
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379
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380
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381
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382
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384
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385
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386
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387
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388
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389
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390
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-6,289
391
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-5,487
392
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-9,239
393
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