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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$685K 0.11%
12,257
+413
152
$665K 0.1%
4,863
-199
153
$660K 0.1%
4,001
-290
154
$659K 0.1%
8,232
-10,231
155
$647K 0.1%
8,903
-456
156
$635K 0.1%
7,920
+27
157
$635K 0.1%
13,492
+2,622
158
$631K 0.1%
3,247
+936
159
$621K 0.1%
6,076
+255
160
$610K 0.09%
6,000
+452
161
$606K 0.09%
14,956
-501
162
$606K 0.09%
38,528
-308
163
$598K 0.09%
17,415
164
$596K 0.09%
2,465
-27
165
$591K 0.09%
11,323
-209
166
$586K 0.09%
13,650
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167
$585K 0.09%
16,991
+37
168
$585K 0.09%
12,509
+1,028
169
$585K 0.09%
11,336
+19
170
$579K 0.09%
18,389
+338
171
$573K 0.09%
3,253
-593
172
$569K 0.09%
9,099
+176
173
$569K 0.09%
5,922
-1,218
174
$561K 0.09%
6,253
+38
175
$557K 0.09%
7,982
-355
5 6
7
8 9