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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.17%
5,469
+83
127
$1.11M 0.17%
2,900
-161
128
$1.1M 0.17%
8,886
-1,311
129
$1.09M 0.16%
3,031
-77
130
$1.09M 0.16%
9,335
-265
131
$1.07M 0.16%
2,247
+45
132
$1.07M 0.16%
35,305
133
$1.06M 0.16%
14,363
-84
134
$1.05M 0.16%
10,339
-760
135
$1.04M 0.16%
17,642
-321
136
$1.04M 0.16%
4,989
+716
137
$1.03M 0.16%
3,118
+49
138
$1.01M 0.15%
3,730
-219
139
$1.01M 0.15%
3,692
+19
140
$1M 0.15%
2,029
+10
141
$1M 0.15%
16,114
-213
142
$995K 0.15%
26,748
+364
143
$972K 0.15%
2,751
+185
144
$962K 0.14%
8,802
+65
145
$952K 0.14%
20,261
+1,691
146
$947K 0.14%
4,847
+38
147
$936K 0.14%
11,944
-1,464
148
$900K 0.14%
1,829
+2
149
$890K 0.13%
6,943
-233
150
$864K 0.13%
17,389
4 5
6
7 8