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
$669M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.23%
53,002
+9,526
102
$1.57M 0.23%
3,011
+17
103
$1.56M 0.23%
1,472
+25
104
$1.54M 0.23%
17,481
-108
105
$1.54M 0.23%
26,484
-190
106
$1.49M 0.22%
23,991
+1,225
107
$1.45M 0.22%
7,916
-557
108
$1.45M 0.22%
41,455
+6,143
109
$1.45M 0.22%
4,989
+436
110
$1.43M 0.21%
3,946
-18
111
$1.4M 0.21%
22,822
+1,378
112
$1.38M 0.21%
26,428
+1,632
113
$1.31M 0.2%
4,462
+12
114
$1.25M 0.19%
5,076
+26
115
$1.25M 0.19%
7,510
-37
116
$1.23M 0.18%
2,996
+96
117
$1.21M 0.18%
45,698
-3,590
118
$1.19M 0.18%
35,847
+1,865
119
$1.18M 0.18%
3,541
-151
120
$1.16M 0.17%
2,031
+2
121
$1.16M 0.17%
2,722
-1
122
$1.12M 0.17%
102,106
-43,623
123
$1.11M 0.17%
2,496
-170
124
$1.1M 0.16%
3,055
+24
125
$1.08M 0.16%
24,505
-680
3 4
5
6 7