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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.3%
469
-1
77
$1.97M 0.3%
8,473
-809
78
$1.97M 0.3%
17,253
-199
79
$1.97M 0.3%
3,365
-39
80
$1.95M 0.29%
17,589
-1,198
81
$1.9M 0.29%
22,750
82
$1.88M 0.28%
23,726
-62,793
83
$1.85M 0.28%
15,310
-378
84
$1.85M 0.28%
2,994
+14
85
$1.81M 0.27%
21,559
+1,028
86
$1.79M 0.27%
30,139
+2,865
87
$1.78M 0.27%
27,442
+689
88
$1.74M 0.26%
7,864
+3
89
$1.71M 0.26%
5,444
+7
90
$1.71M 0.26%
14,540
-612
91
$1.7M 0.26%
1,914
-3
92
$1.69M 0.25%
13,923
-789
93
$1.67M 0.25%
26,674
-796
94
$1.64M 0.25%
22,766
-6,105
95
$1.6M 0.24%
30,084
-2,095
96
$1.58M 0.24%
+25,686
97
$1.58M 0.24%
1,660
-414,316
98
$1.55M 0.23%
3,964
+14
99
$1.51M 0.23%
145,729
100
$1.45M 0.22%
48,936
+2,080
2 3
4
5 6