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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$783K 0.11%
5,360
+90
127
$781K 0.11%
20,762
-2,313
128
$778K 0.11%
3,507
129
$770K 0.11%
3,420
+87
130
$764K 0.11%
38,728
-176
131
$755K 0.1%
7,619
+3,072
132
$754K 0.1%
2,745
+300
133
$750K 0.1%
5,792
+254
134
$742K 0.1%
11,293
-71
135
$733K 0.1%
8,739
+4,094
136
$731K 0.1%
5,215
-327
137
$722K 0.1%
17,653
+6,142
138
$719K 0.1%
3,492
-383
139
$719K 0.1%
29,727
-1,463
140
$714K 0.1%
9,056
+239
141
$705K 0.1%
27,978
+1,650
142
$688K 0.09%
10,200
+1,198
143
$682K 0.09%
8,296
-1,195
144
$673K 0.09%
5,006
-340
145
$624K 0.09%
2,559
+723
146
$618K 0.09%
18,333
+323
147
$617K 0.08%
16,937
+35
148
$608K 0.08%
8,397
-169
149
$608K 0.08%
24,000
150
$602K 0.08%
559,797
-60
4 5
6
7 8