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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.49%
16,252
-78,439
52
$2.92M 0.49%
18,442
-1,094
53
$2.89M 0.48%
17,824
-114,495
54
$2.87M 0.48%
65,794
-175,892
55
$2.86M 0.48%
48,837
+15
56
$2.86M 0.48%
25,943
-437
57
$2.82M 0.47%
13,712
-30
58
$2.75M 0.46%
29,809
+3,545
59
$2.67M 0.45%
56,228
+7,299
60
$2.63M 0.44%
16,703
-72,861
61
$2.57M 0.43%
15,764
+426
62
$2.51M 0.42%
43,117
-10,990
63
$2.36M 0.39%
3,032
-107
64
$2.33M 0.39%
13,328
-33,334
65
$2.3M 0.39%
5,186
+366
66
$2.22M 0.37%
19,260
-447
67
$2.18M 0.36%
23,034
-1,478
68
$2.14M 0.36%
5,566
-35
69
$2.12M 0.35%
36,860
+18,809
70
$2.04M 0.34%
4,123
+158
71
$2M 0.34%
19,930
-92
72
$2M 0.33%
10,120
-197
73
$1.96M 0.33%
87,164
+1,856
74
$1.95M 0.33%
36,538
-854
75
$1.95M 0.33%
17,143
+290
1 2
3
4 5