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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.32%
15,762
+5
77
$1.93M 0.32%
4,006
+39
78
$1.92M 0.32%
31,411
+37
79
$1.89M 0.32%
18,797
-1,199
80
$1.86M 0.31%
23,313
-488
81
$1.85M 0.31%
416,014
+414,300
82
$1.7M 0.28%
298,386
-324
83
$1.69M 0.28%
467
+1
84
$1.67M 0.28%
2,875
+53
85
$1.67M 0.28%
33,389
-354
86
$1.62M 0.27%
20,096
+969
87
$1.58M 0.26%
56,109
-2,949
88
$1.57M 0.26%
27,690
-1,065
89
$1.55M 0.26%
15,329
+714
90
$1.53M 0.26%
15,727
-135
91
$1.53M 0.26%
3,365
+10
92
$1.53M 0.26%
25,347
+379
93
$1.51M 0.25%
4,126
+79
94
$1.5M 0.25%
25,960
+7,983
95
$1.49M 0.25%
7,804
-30,135
96
$1.44M 0.24%
5,005
-970
97
$1.43M 0.24%
+40,913
98
$1.38M 0.23%
1,888
+41
99
$1.37M 0.23%
145,729
100
$1.35M 0.23%
17,888
+2,295
2 3
4
5 6