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
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.5%
15,044
-325
52
$3.16M 0.47%
11,952
-328
53
$3.13M 0.47%
21,585
+4,289
54
$2.86M 0.43%
14,588
-29
55
$2.84M 0.42%
16,966
+218
56
$2.81M 0.42%
26,140
-10,251
57
$2.79M 0.42%
24,866
+40
58
$2.78M 0.42%
15,652
-342
59
$2.66M 0.4%
5,207
+76
60
$2.65M 0.4%
51,016
+5,361
61
$2.57M 0.38%
29,473
+6,964
62
$2.55M 0.38%
44,429
+159
63
$2.54M 0.38%
25,572
+450
64
$2.47M 0.37%
56,219
+206
65
$2.46M 0.37%
14,526
-19
66
$2.46M 0.37%
4,670
+356
67
$2.45M 0.37%
3,177
+42
68
$2.41M 0.36%
18,754
-228
69
$2.34M 0.35%
470
+1
70
$2.25M 0.34%
17,431
-278
71
$2.24M 0.33%
4,433
+161
72
$2.19M 0.33%
15,112
-286
73
$2.17M 0.32%
+22,886
74
$2.15M 0.32%
5,320
+671
75
$2.14M 0.32%
28,323
+1,575
1 2
3
4 5