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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$830K 0.14%
19,157
+281
152
$821K 0.14%
27,872
-10,910
153
$819K 0.14%
18,876
+522
154
$812K 0.14%
6,708
+371
155
$809K 0.14%
7,471
-720
156
$796K 0.13%
4,704
-43
157
$794K 0.13%
14,075
+359
158
$789K 0.13%
1,826
-148
159
$785K 0.13%
18,272
+7,535
160
$783K 0.13%
58,994
+80
161
$781K 0.13%
3,416
+76
162
$778K 0.13%
7,403
+498
163
$767K 0.13%
3,974
+452
164
$763K 0.13%
4,262
165
$763K 0.13%
3,663
-251
166
$763K 0.13%
17,594
+1,449
167
$752K 0.13%
38,528
168
$747K 0.12%
5,330
-101
169
$731K 0.12%
17,389
170
$728K 0.12%
6,586
-6,387
171
$727K 0.12%
8,341
+477
172
$724K 0.12%
2,412
+2
173
$722K 0.12%
2,934
+257
174
$704K 0.12%
7,275
-279,085
175
$701K 0.12%
3,986
-4,773
5 6
7
8 9