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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$615K 0.1%
20,959
+168
152
$602K 0.1%
10,567
-756
153
$598K 0.1%
7,899
-333
154
$591K 0.1%
2,016
+423
155
$591K 0.1%
7,109
+1,033
156
$587K 0.09%
7,840
-1,417
157
$584K 0.09%
3,416
+163
158
$581K 0.09%
6,753
-1,229
159
$580K 0.09%
1,759
+2
160
$576K 0.09%
8,722
-181
161
$573K 0.09%
18,170
+755
162
$572K 0.09%
8,275
-63
163
$571K 0.09%
14,791
-165
164
$566K 0.09%
40,244
+1,716
165
$561K 0.09%
5,922
166
$560K 0.09%
60,765
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167
$557K 0.09%
4,600
-263
168
$557K 0.09%
7,928
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169
$556K 0.09%
48,526
170
$555K 0.09%
9,904
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171
$553K 0.09%
6,849
+596
172
$549K 0.09%
2,651
-509
173
$539K 0.09%
8,543
-1,399
174
$532K 0.09%
18,346
-43
175
$530K 0.09%
11,590
+254
5 6
7
8 9