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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.27%
115,060
-720
77
$1.74M 0.27%
3,378
+86
78
$1.69M 0.26%
12,835
+918
79
$1.68M 0.26%
20,014
+5
80
$1.67M 0.26%
3,070
-8
81
$1.66M 0.25%
5,375
-9
82
$1.62M 0.25%
+69,511
83
$1.61M 0.25%
303,616
-268
84
$1.54M 0.24%
9,534
-140
85
$1.51M 0.23%
32,289
+17,832
86
$1.51M 0.23%
14,813
+2,478
87
$1.5M 0.23%
36,064
-1,773
88
$1.47M 0.23%
34,511
+114
89
$1.38M 0.21%
3,219
-157
90
$1.37M 0.21%
46,207
-5,654
91
$1.37M 0.21%
14,218
+394
92
$1.35M 0.21%
41,252
-4,737
93
$1.33M 0.2%
147,058
94
$1.3M 0.2%
5,772
-27
95
$1.29M 0.2%
9,829
+317
96
$1.26M 0.19%
3,888
-24
97
$1.25M 0.19%
5,962
-142
98
$1.23M 0.19%
26,843
+17,540
99
$1.22M 0.19%
17,122
+1,462
100
$1.22M 0.19%
5,858
+549
2 3
4
5 6