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
$669M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$888K 0.13%
8,351
-371
152
$886K 0.13%
17,886
+497
153
$882K 0.13%
38,731
+2,087
154
$881K 0.13%
11,642
+2,006
155
$881K 0.13%
9,880
+3,710
156
$876K 0.13%
2,662
+75
157
$871K 0.13%
14,584
+221
158
$862K 0.13%
8,899
-1,440
159
$862K 0.13%
+1,237
160
$849K 0.13%
33,555
+1,960
161
$837K 0.13%
8,338
+25
162
$811K 0.12%
3,375
-253
163
$811K 0.12%
2,019
+790
164
$789K 0.12%
14,470
+1,772
165
$778K 0.12%
9,082
166
$768K 0.11%
6,530
-2,356
167
$767K 0.11%
2,844
+9
168
$765K 0.11%
6,870
-242
169
$762K 0.11%
7,075
+44
170
$762K 0.11%
8,549
-21
171
$760K 0.11%
15,991
-577
172
$758K 0.11%
24,880
-1,236
173
$720K 0.11%
10,224
+206
174
$713K 0.11%
3,612
+91
175
$713K 0.11%
38,528
5 6
7
8 9