MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$974K 0.14%
14,030
-21
152
$951K 0.13%
7,755
-61
153
$950K 0.13%
7,125
+42
154
$945K 0.13%
14,007
-543
155
$944K 0.13%
4,506
+1,051
156
$940K 0.13%
3,146
+268
157
$932K 0.13%
10,788
+2,522
158
$931K 0.13%
8,075
+294
159
$923K 0.13%
3,385
-148
160
$908K 0.13%
12,779
+1,540
161
$903K 0.13%
8,677
-384
162
$890K 0.12%
14,500
-146
163
$882K 0.12%
9,519
+1,971
164
$873K 0.12%
15,576
-270
165
$869K 0.12%
3,882
+149
166
$866K 0.12%
10,170
+258
167
$863K 0.12%
7,315
+216
168
$855K 0.12%
16,261
+233
169
$851K 0.12%
38,528
170
$850K 0.12%
2,978
-154
171
$847K 0.12%
1,522
+248
172
$842K 0.12%
34,707
+11,578
173
$842K 0.12%
3,551
+6
174
$827K 0.12%
1,624
-12
175
$803K 0.11%
8,609
+471
5 6
7
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