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
$669M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.45%
19,434
-1,109
52
$2.93M 0.44%
16,567
-240
53
$2.85M 0.43%
27,704
-693
54
$2.84M 0.43%
30,490
-71
55
$2.75M 0.41%
50,506
-36,254
56
$2.66M 0.4%
12,770
-3,749
57
$2.64M 0.39%
16,961
-2,320
58
$2.63M 0.39%
50,684
-1,582
59
$2.53M 0.38%
8,429
+712
60
$2.49M 0.37%
25,197
-180
61
$2.46M 0.37%
10,713
+288
62
$2.39M 0.36%
13,965
-70
63
$2.34M 0.35%
26,397
-13,228
64
$2.29M 0.34%
22,895
-5,518
65
$2.25M 0.34%
+44,383
66
$2.25M 0.34%
149,680
-6,562
67
$2.16M 0.32%
8,645
+239
68
$2.12M 0.32%
15,404
-1,869
69
$2.03M 0.3%
88,767
70
$1.99M 0.3%
23,980
+140
71
$1.96M 0.29%
77,215
+1,313
72
$1.92M 0.29%
3,815
+25
73
$1.9M 0.28%
35,403
+1,034
74
$1.89M 0.28%
6,256
+35
75
$1.86M 0.28%
5,195
-1,539
1 2
3
4 5