MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.17%
12,249
+3,441
127
$1.24M 0.17%
51,072
+2,411
128
$1.23M 0.17%
10,143
+22
129
$1.22M 0.17%
8,126
-1,083
130
$1.2M 0.17%
2,722
131
$1.18M 0.16%
37,090
+3,200
132
$1.16M 0.16%
15,024
+1,601
133
$1.16M 0.16%
2,476
+131
134
$1.15M 0.16%
5,032
-74
135
$1.14M 0.16%
23,119
-577
136
$1.14M 0.16%
2,813
-91
137
$1.14M 0.16%
26,319
+457
138
$1.13M 0.16%
5,466
-222
139
$1.12M 0.16%
38,792
+1,626
140
$1.11M 0.15%
5,009
-10
141
$1.11M 0.15%
2,397
-310
142
$1.11M 0.15%
3,468
+195
143
$1.08M 0.15%
2,787
+86
144
$1.04M 0.15%
16,649
-999
145
$1.04M 0.14%
13,125
-15
146
$1.03M 0.14%
33,212
+2,325
147
$1.03M 0.14%
26,028
+7,562
148
$1.01M 0.14%
6,165
-126
149
$1M 0.14%
33,266
-2,539
150
$979K 0.14%
3,508
-328
4 5
6
7 8