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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.41%
58,723
+556
52
$2.49M 0.4%
56,116
+11,115
53
$2.47M 0.4%
28,667
+63
54
$2.42M 0.39%
26,457
-4,333
55
$2.42M 0.39%
93,238
-6,138
56
$2.35M 0.38%
32,318
+10,333
57
$2.3M 0.37%
10,730
+102
58
$2.3M 0.37%
51,699
+19,410
59
$2.29M 0.37%
47,650
+870
60
$2.26M 0.36%
14,617
-1,948
61
$2.25M 0.36%
51,236
+24,393
62
$2.18M 0.35%
56,532
-4,299
63
$2.16M 0.35%
20,667
-1,434
64
$2.16M 0.35%
22,304
-185
65
$2.12M 0.34%
26,847
+9
66
$2.08M 0.33%
21,610
+2,670
67
$2.06M 0.33%
134,193
+896
68
$1.94M 0.31%
92,311
+22,800
69
$1.92M 0.31%
6,952
+206
70
$1.8M 0.29%
10,141
-421
71
$1.76M 0.28%
3,482
+104
72
$1.74M 0.28%
6,508
+85
73
$1.71M 0.28%
15,971
+600
74
$1.68M 0.27%
307,484
+3,868
75
$1.67M 0.27%
29,732
+34
1 2
3
4 5