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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.53M 0.9%
44,054
+34,979
27
$6.24M 0.86%
103,159
+3
28
$5.8M 0.8%
26,025
+1,026
29
$5.72M 0.79%
110,997
-12,800
30
$5.49M 0.75%
73,313
-3,156
31
$5.12M 0.7%
10,417
-81
32
$4.85M 0.67%
12,313
+270
33
$4.54M 0.62%
26,400
-60
34
$4.29M 0.59%
18,070
-90
35
$4.09M 0.56%
18,663
-80
36
$4.07M 0.56%
187,412
-9,905
37
$4.07M 0.56%
26,185
-676
38
$4.07M 0.56%
33,300
+220
39
$4.04M 0.56%
44,073
+18,388
40
$3.99M 0.55%
17,406
-143
41
$3.97M 0.55%
28,327
+241
42
$3.78M 0.52%
56,430
-57
43
$3.77M 0.52%
64,445
-22,430
44
$3.5M 0.48%
12,584
+5,214
45
$3.48M 0.48%
34,090
+1,964
46
$3.35M 0.46%
35,181
+1,496
47
$3.07M 0.42%
18,479
-262
48
$3.04M 0.42%
50,233
+83
49
$3.04M 0.42%
18,330
+353
50
$3.02M 0.42%
10,376
+423
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