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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.18%
28,972
-1,627
102
$1.15M 0.18%
11,603
+2,841
103
$1.14M 0.17%
950,675
+32
104
$1.14M 0.17%
14,614
+5,138
105
$1.13M 0.17%
12,226
-21
106
$1.13M 0.17%
20,292
-1,221
107
$1.12M 0.17%
50,629
+29,557
108
$1.12M 0.17%
4,596
+26
109
$1.08M 0.17%
40,389
+2,631
110
$1.07M 0.16%
11,724
-124
111
$1.06M 0.16%
64,525
-1,200
112
$1.05M 0.16%
21,720
+300
113
$1.04M 0.16%
21,906
+802
114
$967K 0.15%
10,600
-918
115
$926K 0.14%
8,232
+81
116
$914K 0.14%
63,490
-1,047
117
$906K 0.14%
2,873
+46
118
$895K 0.14%
9,476
+21
119
$875K 0.13%
10,356
-101
120
$870K 0.13%
6,485
+181
121
$865K 0.13%
4,952
+65
122
$864K 0.13%
494
+6
123
$837K 0.13%
28,976
-45
124
$819K 0.13%
9,520
+724
125
$817K 0.13%
13,155
-72
3 4
5
6 7