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
51
$2.79M 0.43%
16,565
-497
52
$2.77M 0.42%
99,376
+27,320
53
$2.72M 0.42%
10,628
+267
54
$2.64M 0.4%
60,831
+36,823
55
$2.61M 0.4%
28,604
+2,257
56
$2.49M 0.38%
22,101
-420
57
$2.44M 0.37%
22,489
+30
58
$2.39M 0.37%
13,879
+11,626
59
$2.38M 0.36%
22,736
+8,065
60
$2.33M 0.36%
46,780
-1,379
61
$2.29M 0.35%
26,838
+39
62
$2.25M 0.34%
45,001
+11,162
63
$2.09M 0.32%
87,355
+48,916
64
$2.08M 0.32%
10,562
-28
65
$2.07M 0.32%
31,235
+23,721
66
$2.07M 0.32%
18,940
+4,220
67
$1.99M 0.31%
387,088
-5,000
68
$1.96M 0.3%
25,285
-24,992
69
$1.91M 0.29%
79,960
+56,442
70
$1.87M 0.29%
29,698
-42
71
$1.85M 0.28%
6,746
-104
72
$1.81M 0.28%
15,371
-450
73
$1.8M 0.28%
6,423
-947
74
$1.78M 0.27%
18,681
+30
75
$1.77M 0.27%
21,985
+13,144
1 2
3
4 5