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
176
$699K 0.12%
23,958
+2,944
177
$694K 0.12%
39,456
-103,541
178
$693K 0.12%
10,068
+1,175
179
$685K 0.11%
14,449
+3
180
$683K 0.11%
+17,558
181
$680K 0.11%
5,400
-399
182
$675K 0.11%
2,815
-17
183
$649K 0.11%
5,326
-19
184
$634K 0.11%
1
185
$633K 0.11%
2,605
-73
186
$631K 0.11%
27,692
-1,874
187
$622K 0.1%
2,491
+504
188
$601K 0.1%
6,702
+2,655
189
$595K 0.1%
2,579
-256
190
$585K 0.1%
4,593
-110
191
$581K 0.1%
2,241
+378
192
$580K 0.1%
60,832
-5,128
193
$571K 0.1%
33,287
+485
194
$559K 0.09%
9,160
-299
195
$551K 0.09%
3,375
-152
196
$548K 0.09%
25,520
197
$548K 0.09%
1,206
-1
198
$539K 0.09%
4,195
+1,899
199
$536K 0.09%
7,416
+726
200
$536K 0.09%
16,269
-59
6 7
8
9 10