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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 0.85%
48,749
-1,395
27
$5.04M 0.84%
+113,606
28
$4.84M 0.81%
180,123
-17,631
29
$4.79M 0.8%
19,349
-5,338
30
$4.75M 0.79%
102,258
-129
31
$4.58M 0.77%
24,531
+18,987
32
$4.55M 0.76%
89,843
-330
33
$4.29M 0.72%
36,890
-132,490
34
$4.18M 0.7%
20,342
+545
35
$4.12M 0.69%
27,073
+792
36
$4.03M 0.67%
20,102
-230
37
$3.88M 0.65%
75,279
-11,797
38
$3.72M 0.62%
35,877
+4,226
39
$3.72M 0.62%
39,500
-1,219
40
$3.58M 0.6%
27,125
-14
41
$3.5M 0.58%
26,390
-1,940
42
$3.4M 0.57%
16,156
+59
43
$3.39M 0.57%
7,049
-1,255
44
$3.37M 0.56%
30,518
+44
45
$3.35M 0.56%
61,658
-18,410
46
$3.27M 0.55%
6,741
-1,550
47
$3.18M 0.53%
23,551
+2,060
48
$3.15M 0.53%
11,296
+403
49
$3.13M 0.52%
12,537
-136
50
$3.01M 0.5%
16,477
-368
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