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
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.27%
19,473
-805
77
$1.81M 0.27%
25,047
-5,759
78
$1.8M 0.27%
20,995
-123
79
$1.76M 0.26%
41,729
+12,415
80
$1.75M 0.26%
37,131
+1,889
81
$1.72M 0.26%
30,734
-209
82
$1.71M 0.26%
10,382
+159
83
$1.7M 0.25%
15,795
+334
84
$1.65M 0.25%
3,077
-7,506
85
$1.64M 0.25%
49,526
-618
86
$1.64M 0.24%
23,738
+15
87
$1.63M 0.24%
16,808
-8,567
88
$1.6M 0.24%
30,032
-3,738
89
$1.6M 0.24%
3,163
+43
90
$1.59M 0.24%
11,915
-886
91
$1.56M 0.23%
3,937
+238
92
$1.54M 0.23%
35,263
-56,798
93
$1.51M 0.23%
19,937
-561
94
$1.47M 0.22%
477
95
$1.46M 0.22%
145,729
96
$1.43M 0.21%
13,647
-26,143
97
$1.42M 0.21%
20,014
+395
98
$1.4M 0.21%
14,922
-3,564
99
$1.39M 0.21%
29,140
-351
100
$1.38M 0.21%
3,377
-60
2 3
4
5 6