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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.22%
48,023
+2,568
102
$1.31M 0.22%
14,336
-100
103
$1.31M 0.22%
4,631
-104,563
104
$1.3M 0.22%
5,112
-16
105
$1.29M 0.22%
29,305
+150
106
$1.28M 0.21%
+24,484
107
$1.26M 0.21%
9,594
-105
108
$1.26M 0.21%
30,045
-116,000
109
$1.26M 0.21%
5,038
-188
110
$1.23M 0.21%
729,139
+27
111
$1.22M 0.2%
10,248
-1,588
112
$1.21M 0.2%
13,696
-254
113
$1.19M 0.2%
3,446
+82
114
$1.17M 0.2%
20,183
-379
115
$1.16M 0.19%
20,850
-2,620
116
$1.15M 0.19%
27,466
+216
117
$1.14M 0.19%
2,865
-20
118
$1.13M 0.19%
11,575
-565
119
$1.11M 0.19%
3,899
+118
120
$1.1M 0.18%
8,362
-521
121
$1.08M 0.18%
3,020
+269
122
$1.06M 0.18%
1,393
+12
123
$1.05M 0.18%
35,305
124
$1.05M 0.18%
3,482
+71
125
$1.04M 0.17%
36,428
+24,843
3 4
5
6 7