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
$772M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$904K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.41M
4
OSH
Oak Street Health, Inc.
OSH
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.74%
3 Healthcare 7.17%
4 Consumer Staples 6.97%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.14%
11,653
-1,638
127
$1.08M 0.14%
3,139
128
$1.05M 0.14%
20,360
-125
129
$1.05M 0.14%
10,392
-87
130
$1.03M 0.13%
16,158
-696
131
$1.02M 0.13%
25,825
+3,169
132
$1M 0.13%
1,863
-4
133
$992K 0.13%
16,936
-3,895
134
$986K 0.13%
65,173
+837
135
$978K 0.13%
3,973
-92
136
$970K 0.13%
29,015
-1,215
137
$956K 0.12%
4,308
-2
138
$940K 0.12%
19,950
-1,000
139
$921K 0.12%
11,024
-109
140
$908K 0.12%
5,222
+648
141
$890K 0.12%
2,334
+1,482
142
$890K 0.12%
11,003
-223
143
$886K 0.11%
13,634
-2,959
144
$866K 0.11%
7,271
-396
145
$864K 0.11%
4,983
-46
146
$863K 0.11%
20,772
-322
147
$861K 0.11%
9,644
-1,002
148
$861K 0.11%
5,829
149
$856K 0.11%
12,389
-247
150
$854K 0.11%
4,745
-322
4 5
6
7 8