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
26
$5.98M 0.83%
33,717
+2,571
27
$5.92M 0.82%
54,164
+486
28
$5.88M 0.82%
19,342
-70
29
$5.65M 0.79%
99,218
-4,346
30
$5.61M 0.78%
76,153
+1,404
31
$5.4M 0.75%
38,316
+78
32
$5.36M 0.75%
51,310
-13,108
33
$5.28M 0.73%
9,295
+262
34
$5.28M 0.73%
7,147
+22
35
$5.23M 0.73%
17,179
-3,103
36
$5.19M 0.72%
17,916
-711
37
$5.11M 0.71%
9,026
-491
38
$5.06M 0.7%
109,684
+54,933
39
$4.68M 0.65%
41,826
-2,153
40
$4.64M 0.65%
26,782
+518
41
$4.63M 0.64%
79,019
+4,149
42
$4.57M 0.64%
14,997
-235
43
$4.5M 0.63%
12,671
+573
44
$4.36M 0.61%
40,996
-3,286
45
$4.32M 0.6%
121,458
+112,048
46
$4.14M 0.58%
84,769
+10,111
47
$4.06M 0.56%
43,206
+5,684
48
$3.98M 0.55%
17,102
-125
49
$3.9M 0.54%
30,360
+472
50
$3.8M 0.53%
71,936
+9,447
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