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
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.16%
4,585
+1,132
127
$1.06M 0.16%
16,705
+2,584
128
$1.05M 0.16%
35,305
129
$1.05M 0.16%
3,167
+49
130
$1.04M 0.16%
17,645
+3
131
$1.04M 0.16%
13,928
+1,984
132
$1.03M 0.15%
5,115
+126
133
$1.02M 0.15%
382,721
134
$1.02M 0.15%
5,429
-40
135
$1.02M 0.15%
25,443
-552
136
$1.01M 0.15%
3,397
-333
137
$1M 0.15%
2,855
+104
138
$1M 0.15%
3,843
-282
139
$993K 0.15%
13,849
+86
140
$982K 0.15%
21,211
+950
141
$971K 0.15%
13,421
-426
142
$971K 0.15%
9,981
-280
143
$967K 0.14%
9,715
+913
144
$963K 0.14%
2,299
+52
145
$949K 0.14%
30,275
+2,417
146
$934K 0.14%
9,206
-129
147
$911K 0.14%
+17,524
148
$905K 0.14%
16,114
149
$902K 0.13%
7,823
+5,728
150
$893K 0.13%
6,997
+54
4 5
6
7 8