MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.32%
14,959
-318
77
$2.18M 0.3%
14,947
-300
78
$2.17M 0.3%
7,880
+24
79
$2.15M 0.3%
35,294
-495
80
$2.14M 0.3%
7,257
+214
81
$2.05M 0.29%
62,342
+15,600
82
$2.05M 0.29%
29,674
-259
83
$2.01M 0.28%
14,849
-312
84
$2.01M 0.28%
35,791
+1,724
85
$2.01M 0.28%
6,316
+587
86
$2M 0.28%
15,051
-3
87
$1.96M 0.27%
28,283
-638
88
$1.95M 0.27%
29,732
-6,455
89
$1.94M 0.27%
5,295
+143
90
$1.94M 0.27%
43,329
-41,987
91
$1.91M 0.27%
1,930
+20
92
$1.9M 0.26%
56,484
+668
93
$1.88M 0.26%
23,686
+551
94
$1.86M 0.26%
22,416
-228
95
$1.84M 0.26%
14,925
+386
96
$1.81M 0.25%
31,834
-836
97
$1.8M 0.25%
71,347
+2,864
98
$1.78M 0.25%
25,145
+1,653
99
$1.73M 0.24%
22,900
+1,363
100
$1.72M 0.24%
17,273
+197
2 3
4
5 6