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
51
$3M 0.41%
18,214
+1,255
52
$2.99M 0.41%
28,869
-372
53
$2.98M 0.41%
8,396
-1,072
54
$2.72M 0.37%
7,810
+559
55
$2.68M 0.37%
9,921
+285
56
$2.67M 0.37%
17,249
+250
57
$2.59M 0.36%
31,288
+1,580
58
$2.58M 0.35%
33,190
+3,633
59
$2.51M 0.34%
21,637
+175
60
$2.5M 0.34%
45,128
-208
61
$2.18M 0.3%
6,831
-329
62
$2.17M 0.3%
108,320
+9,200
63
$2.16M 0.3%
21,894
+6
64
$2.12M 0.29%
39,034
+1,014
65
$2.12M 0.29%
9,056
-250
66
$1.97M 0.27%
50,198
-258
67
$1.9M 0.26%
5,516
+2,119
68
$1.88M 0.26%
16,136
+1,380
69
$1.86M 0.26%
34,295
+1,870
70
$1.78M 0.25%
33,677
+874
71
$1.77M 0.24%
42,979
-880
72
$1.68M 0.23%
13,380
+180
73
$1.65M 0.23%
17,098
+647
74
$1.61M 0.22%
9,135
+114
75
$1.53M 0.21%
3,040
-354
1 2
3
4 5