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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.21%
22,608
+37
77
$1.51M 0.21%
6,208
+793
78
$1.51M 0.21%
23,488
-1,462
79
$1.46M 0.2%
41,785
-6,589
80
$1.38M 0.19%
9,520
+145
81
$1.36M 0.19%
18,990
-120
82
$1.35M 0.19%
8,143
+681
83
$1.28M 0.18%
13,228
-542
84
$1.25M 0.17%
10,879
-706
85
$1.24M 0.17%
3,107
+114
86
$1.2M 0.17%
11,798
-55
87
$1.18M 0.16%
8,616
-20
88
$1.16M 0.16%
20,342
+683
89
$1.14M 0.16%
3,120
-276
90
$1.13M 0.16%
24,233
-3,320
91
$1.12M 0.15%
10,422
+137
92
$1.11M 0.15%
57,911
93
$1.11M 0.15%
4,890
+411
94
$1.09M 0.15%
8,491
+36
95
$1.06M 0.15%
16,745
+26
96
$1.06M 0.15%
5,316
-190
97
$1.05M 0.14%
4,396
-73
98
$1.04M 0.14%
12,415
+51
99
$1.03M 0.14%
17,477
-35
100
$1.03M 0.14%
21,630
+360
2 3
4
5 6