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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.14%
467
+92
102
$1.01M 0.14%
3,575
+605
103
$1.01M 0.14%
6,707
+70
104
$1.01M 0.14%
11,816
-327
105
$955K 0.13%
7,692
-274
106
$954K 0.13%
2,522
+766
107
$945K 0.13%
10,352
+1,726
108
$934K 0.13%
47,273
-28,000
109
$928K 0.13%
4,783
-564
110
$927K 0.13%
27,262
+7,883
111
$899K 0.12%
4,676
-212
112
$894K 0.12%
3,659
+515
113
$879K 0.12%
3,066
+75
114
$871K 0.12%
3,842
-159
115
$869K 0.12%
15,856
-1,975
116
$865K 0.12%
3,975
-66
117
$861K 0.12%
3,749
-130
118
$847K 0.12%
3,119
+2
119
$845K 0.12%
966
-108
120
$843K 0.12%
16,201
+595
121
$835K 0.11%
56,160
+1,420
122
$833K 0.11%
10,192
-1,529
123
$822K 0.11%
1,403
-221
124
$800K 0.11%
7,583
+1,600
125
$790K 0.11%
5,116
-234
3 4
5
6 7