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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.22%
24,796
+5,856
102
$1.43M 0.22%
57,138
+46,996
103
$1.43M 0.22%
9,357
-272
104
$1.43M 0.21%
49,288
+1,969
105
$1.39M 0.21%
4,553
-182
106
$1.38M 0.21%
13,723
-2,105
107
$1.38M 0.21%
2,666
+743
108
$1.37M 0.21%
5,050
-1
109
$1.36M 0.2%
6,154
-55
110
$1.34M 0.2%
21,444
+539
111
$1.34M 0.2%
43,476
+5,175
112
$1.33M 0.2%
4,125
-6
113
$1.29M 0.19%
1,447
+28
114
$1.29M 0.19%
7,547
115
$1.23M 0.19%
7,510
+308
116
$1.23M 0.19%
4,450
-240
117
$1.22M 0.18%
4,649
-47
118
$1.21M 0.18%
35,312
+2,804
119
$1.21M 0.18%
25,185
-95
120
$1.19M 0.18%
13,847
+4
121
$1.18M 0.18%
10,261
+52
122
$1.17M 0.18%
25,995
-20
123
$1.16M 0.18%
13,763
-63
124
$1.15M 0.17%
2,723
125
$1.13M 0.17%
33,982
+15,482
3 4
5
6 7