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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$817K 0.13%
18,172
-81
127
$816K 0.13%
20,791
+55
128
$799K 0.12%
72,244
-3,654
129
$798K 0.12%
+8,967
130
$786K 0.12%
5,141
-36
131
$770K 0.12%
6,408
+4,510
132
$759K 0.12%
1,585
-1
133
$754K 0.12%
4,905
+62
134
$750K 0.11%
14,838
-977
135
$742K 0.11%
5,798
+1
136
$740K 0.11%
48,526
+6,579
137
$738K 0.11%
12,104
+531
138
$735K 0.11%
10,521
+17
139
$728K 0.11%
4,070
-1
140
$725K 0.11%
1,980
+726
141
$725K 0.11%
4,206
+251
142
$721K 0.11%
30,189
143
$718K 0.11%
9,942
+4,416
144
$715K 0.11%
1,174
+64
145
$715K 0.11%
3,206
-159
146
$711K 0.11%
9,257
+1,390
147
$710K 0.11%
4,128
-1
148
$694K 0.11%
16,950
+2,850
149
$693K 0.11%
62,224
+1,888
150
$687K 0.11%
3,160
+100
4 5
6
7 8