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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.17%
5,435
-423
102
$1.06M 0.17%
9,783
+1,551
103
$1.04M 0.17%
20,509
+217
104
$1.03M 0.17%
4,585
-11
105
$1.01M 0.16%
10,693
+1,217
106
$999K 0.16%
12,034
+431
107
$987K 0.16%
5,258
+306
108
$968K 0.16%
12,079
+355
109
$959K 0.15%
21,600
-120
110
$959K 0.15%
25,409
+17,763
111
$930K 0.15%
9,654
-5,159
112
$911K 0.15%
3,169
-2,206
113
$885K 0.14%
8,127
+1,719
114
$874K 0.14%
19,647
-2,259
115
$870K 0.14%
24,940
+14,755
116
$853K 0.14%
11,850
-5,272
117
$839K 0.14%
2,950
+77
118
$838K 0.14%
13,563
-17,672
119
$826K 0.13%
1,748
+163
120
$826K 0.13%
5,153
+12
121
$818K 0.13%
498
+4
122
$815K 0.13%
20,950
+4,000
123
$797K 0.13%
5,801
+3
124
$790K 0.13%
19,123
+951
125
$788K 0.13%
2,862
+882
3 4
5
6 7