MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.24%
1,629
-15
102
$1.7M 0.24%
4,304
-110
103
$1.66M 0.23%
18,563
-5,214
104
$1.65M 0.23%
+57,262
105
$1.64M 0.23%
5,259
+1,184
106
$1.6M 0.22%
25,493
-1,349
107
$1.59M 0.22%
43,159
-1,693
108
$1.59M 0.22%
20,066
-934
109
$1.57M 0.22%
7,173
-295
110
$1.55M 0.22%
3,995
+77
111
$1.53M 0.21%
5,242
+191
112
$1.52M 0.21%
3,467
+92
113
$1.51M 0.21%
7,355
-35
114
$1.49M 0.21%
6,761
-90
115
$1.49M 0.21%
23,326
-101
116
$1.46M 0.2%
11,024
-2,098
117
$1.43M 0.2%
14,177
-212
118
$1.4M 0.19%
22,100
+14
119
$1.33M 0.19%
37,804
120
$1.33M 0.19%
4,313
-149
121
$1.31M 0.18%
1,849
-15
122
$1.29M 0.18%
2,439
-104
123
$1.29M 0.18%
3,604
+352
124
$1.27M 0.18%
9,510
-120
125
$1.25M 0.17%
20,095
-403
3 4
5
6 7