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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.26%
147,058
77
$1.6M 0.26%
18,673
-8
78
$1.59M 0.26%
20,034
+20
79
$1.54M 0.25%
5,797
+25
80
$1.46M 0.24%
14,242
-8,494
81
$1.46M 0.24%
8,992
-4,887
82
$1.45M 0.23%
59,025
-5,500
83
$1.42M 0.23%
71,927
+21,298
84
$1.4M 0.23%
35,097
+586
85
$1.4M 0.23%
2,769
-301
86
$1.37M 0.22%
11,072
-1,763
87
$1.36M 0.22%
16,633
+2,415
88
$1.35M 0.22%
46,207
89
$1.33M 0.22%
387,088
90
$1.33M 0.21%
5,893
-69
91
$1.31M 0.21%
36,004
-60
92
$1.28M 0.21%
3,310
+91
93
$1.27M 0.21%
40,673
-579
94
$1.24M 0.2%
102,180
-12,880
95
$1.22M 0.2%
729,658
-221,017
96
$1.22M 0.2%
10,217
+388
97
$1.17M 0.19%
12,258
+32
98
$1.17M 0.19%
8,598
-936
99
$1.14M 0.18%
44,553
+4,164
100
$1.11M 0.18%
28,919
-53
2 3
4
5 6