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
376
$212K 0.03%
+9,657
377
$211K 0.03%
+6,106
378
$210K 0.03%
+5,730
379
$208K 0.03%
2,293
380
$208K 0.03%
776
-30
381
$203K 0.03%
+3,049
382
$200K 0.03%
6,974
+91
383
$169K 0.02%
16,000
384
$166K 0.02%
10,500
385
$153K 0.02%
14,000
386
$105K 0.01%
44,211
387
$77.2K 0.01%
+10,000
388
$64.9K 0.01%
21,496
-2,841
389
– –
-5,182
390
– –
-2,105
391
– –
-4,784
392
– –
-730
393
– –
-2,781
394
– –
-7,076
395
– –
-1,516
396
– –
-7,085
397
– –
-4,047
398
– –
-3,755
399
– –
-35,718
400
– –
-5,025
13 14 15
16
17