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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$788K 0.13%
6,188
-297
127
$787K 0.13%
14,291
+2,187
128
$785K 0.13%
10,330
-26
129
$785K 0.13%
12,630
+373
130
$778K 0.13%
1,414
+240
131
$774K 0.12%
11,599
+1,078
132
$763K 0.12%
13,916
+761
133
$762K 0.12%
4,924
+19
134
$743K 0.12%
+16,115
135
$735K 0.12%
71,644
-600
136
$731K 0.12%
14,838
137
$727K 0.12%
8,686
-1,914
138
$700K 0.11%
10,617
+1,097
139
$695K 0.11%
3,774
+527
140
$694K 0.11%
9,441
-5,173
141
$693K 0.11%
61,858
-366
142
$693K 0.11%
31,317
+1,128
143
$679K 0.11%
3,175
-31
144
$677K 0.11%
18,529
+1,538
145
$668K 0.11%
15,787
+2,295
146
$664K 0.11%
4,047
-23
147
$650K 0.1%
4,381
+253
148
$632K 0.1%
14,401
+1,892
149
$616K 0.1%
23,353
-5,623
150
$616K 0.1%
6,488
+488
4 5
6
7 8