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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$863K 0.13%
26,116
-349
152
$861K 0.13%
3,628
+287
153
$852K 0.13%
9,636
+545
154
$836K 0.13%
14,121
-7
155
$835K 0.13%
8,570
-490
156
$821K 0.12%
12,698
+1,529
157
$811K 0.12%
27,858
+3,854
158
$811K 0.12%
7,031
+5
159
$806K 0.12%
36,644
-1,032
160
$802K 0.12%
31,595
+500
161
$800K 0.12%
6,719
+88
162
$797K 0.12%
9,082
-78
163
$792K 0.12%
38,528
164
$781K 0.12%
382,721
165
$780K 0.12%
3,453
-84
166
$777K 0.12%
18,590
-179
167
$758K 0.11%
8,313
+1,599
168
$751K 0.11%
3,958
-288
169
$748K 0.11%
16,568
+116
170
$746K 0.11%
2,835
+22
171
$732K 0.11%
7,049
-2,008
172
$726K 0.11%
2,946
-7
173
$723K 0.11%
17,558
174
$708K 0.11%
11,263
+56
175
$699K 0.11%
8,722
-30
5 6
7
8 9