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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.17%
14,830
-68
127
$1.03M 0.17%
380,721
128
$1.02M 0.17%
10,570
+175
129
$1.01M 0.17%
17,963
-1,998
130
$1M 0.17%
8,188
+15
131
$993K 0.17%
3,176
+38
132
$963K 0.16%
5,338
+271
133
$963K 0.16%
1,908
-465
134
$946K 0.16%
14,797
-119,883
135
$928K 0.16%
7,390
+29
136
$924K 0.15%
11,588
-448
137
$922K 0.15%
1,985
+235
138
$911K 0.15%
4,273
+50
139
$909K 0.15%
6,114
-79,866
140
$900K 0.15%
9,578
+987
141
$893K 0.15%
9,912
+776
142
$891K 0.15%
5,113
+424
143
$885K 0.15%
2,553
+338
144
$875K 0.15%
28,069
+20,722
145
$871K 0.15%
9,225
-599
146
$869K 0.15%
3,817
+473
147
$869K 0.15%
13,629
-1,040
148
$847K 0.14%
15,954
-350
149
$836K 0.14%
9,664
+300
150
$834K 0.14%
1,996
+26
4 5
6
7 8