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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 0.87%
340,100
-200
27
$5.7M 0.86%
75,855
-30,363
28
$5.57M 0.84%
28,237
+1,512
29
$5.52M 0.83%
9,693
-189
30
$5.29M 0.8%
18,667
-1,987
31
$5.28M 0.79%
19,072
+224
32
$4.9M 0.74%
95,797
+99
33
$4.88M 0.73%
45,956
-222
34
$4.82M 0.73%
28,840
-309
35
$4.77M 0.72%
101,898
-135
36
$4.74M 0.71%
82,638
-14,914
37
$4.39M 0.66%
25,476
-1,524
38
$4.27M 0.64%
36,391
+432
39
$4.13M 0.62%
7,834
+1,588
40
$4.09M 0.62%
19,379
+261
41
$4.07M 0.61%
39,035
+113
42
$3.9M 0.59%
6,816
-33
43
$3.78M 0.57%
61,794
+18,874
44
$3.75M 0.56%
39,090
+3,080
45
$3.73M 0.56%
24,618
-35
46
$3.56M 0.54%
17,229
-172
47
$3.51M 0.53%
29,340
-1,169
48
$3.43M 0.52%
67,274
+262
49
$3.39M 0.51%
15,369
+44
50
$3.3M 0.5%
13,560
-26
1
2
3 4 5