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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.62M 1.01%
73,182
-12,829
27
$5.88M 0.9%
91,318
+36,512
28
$5.52M 0.85%
39,069
-89
29
$4.67M 0.72%
17,119
+502
30
$4.63M 0.71%
24,542
-2,588
31
$4.26M 0.65%
39,409
-107
32
$4.24M 0.65%
72,113
-852
33
$4.24M 0.65%
12,228
-195
34
$4.22M 0.65%
103,451
-10,281
35
$4.19M 0.64%
10,140
-261
36
$3.95M 0.61%
36,240
-1,140
37
$3.85M 0.59%
38,823
-1,582
38
$3.66M 0.56%
127,633
-55,177
39
$3.54M 0.54%
19,915
+131
40
$3.52M 0.54%
17,851
-140
41
$3.44M 0.53%
248,884
-4,151,696
42
$3.41M 0.52%
19,605
-50
43
$3.3M 0.51%
131,200
+109,000
44
$3.29M 0.5%
43,216
-1,985
45
$3.09M 0.47%
30,790
+11,000
46
$3.05M 0.47%
58,167
-2,287
47
$2.98M 0.46%
20,784
-2,938
48
$2.96M 0.45%
60,387
-2,518
49
$2.89M 0.44%
17,046
-295
50
$2.79M 0.43%
133,297
-42,385
1
2
3 4 5