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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.49%
12,280
-70
52
$3.22M 0.48%
11,714
+436
53
$3.16M 0.48%
15,994
-224
54
$2.92M 0.44%
24,826
-132
55
$2.9M 0.44%
16,748
-396
56
$2.89M 0.44%
14,617
-244
57
$2.85M 0.43%
25,122
-1,263
58
$2.79M 0.42%
44,270
-4,427
59
$2.78M 0.42%
3,135
+37
60
$2.76M 0.42%
58,546
+124
61
$2.55M 0.38%
17,296
+2,216
62
$2.54M 0.38%
14,545
-963
63
$2.5M 0.38%
5,131
-60
64
$2.5M 0.38%
4,272
+64
65
$2.5M 0.38%
15,398
-849
66
$2.44M 0.37%
45,655
+16,797
67
$2.38M 0.36%
18,982
+482
68
$2.23M 0.34%
17,709
-21,494
69
$2.22M 0.33%
56,013
-239,460
70
$2.21M 0.33%
22,509
-3,870
71
$2.17M 0.33%
12,784
-611
72
$2.13M 0.32%
4,314
+25
73
$2.11M 0.32%
15,609
-117
74
$2.06M 0.31%
36,058
-230
75
$2.05M 0.31%
5,053
-100
1 2
3
4 5