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
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$563K 0.08%
1,833
+34
177
$563K 0.08%
4,698
+68
178
$560K 0.08%
1,505
+32
179
$555K 0.08%
8,447
-2,698
180
$553K 0.08%
+26,212
181
$549K 0.08%
13,432
-15,669
182
$545K 0.08%
6,176
-55
183
$543K 0.08%
7,633
+26
184
$541K 0.08%
10,859
185
$537K 0.08%
1,227
+12
186
$531K 0.08%
1
187
$510K 0.08%
5,263
+2,319
188
$508K 0.08%
2,596
189
$505K 0.08%
8,932
-580
190
$504K 0.08%
4,904
+449
191
$504K 0.08%
2,475
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192
$499K 0.07%
5,324
-155
193
$499K 0.07%
2,946
+75
194
$499K 0.07%
33,240
-781
195
$492K 0.07%
4,198
+144
196
$489K 0.07%
16,044
-343
197
$484K 0.07%
6,423
-2,476
198
$481K 0.07%
2,670
+9
199
$478K 0.07%
13,069
-21,166
200
$472K 0.07%
3,928
-82
6 7
8
9 10