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
$669M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$966K 0.14%
2,885
-254
127
$959K 0.14%
380,721
-2,000
128
$951K 0.14%
8,872
-73
129
$946K 0.14%
14,864
-1,294
130
$941K 0.14%
3,456
-620
131
$917K 0.14%
19,957
+7
132
$911K 0.14%
5,919
-1,030
133
$905K 0.14%
10,017
-158
134
$898K 0.13%
20,248
-524
135
$873K 0.13%
9,618
-2,035
136
$869K 0.13%
12,451
+62
137
$863K 0.13%
5,266
+44
138
$857K 0.13%
33,962
-13,436
139
$833K 0.12%
4,787
-56
140
$820K 0.12%
63,318
+3,082
141
$802K 0.12%
64,610
-563
142
$772K 0.12%
7,292
+21
143
$764K 0.11%
14,258
+4,485
144
$762K 0.11%
2,018
-316
145
$738K 0.11%
9,100
-544
146
$736K 0.11%
25,107
+1,579
147
$731K 0.11%
7,648
+118
148
$728K 0.11%
4,579
-166
149
$710K 0.11%
1,271
+18
150
$710K 0.11%
5,775
-54
4 5
6
7 8