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
176
$712K 0.11%
1,503
-326
177
$711K 0.11%
17,558
178
$710K 0.11%
3,837
-121
179
$693K 0.1%
+27,823
180
$689K 0.1%
3,020
+74
181
$681K 0.1%
1
182
$679K 0.1%
5,383
+343
183
$677K 0.1%
7,491
+504
184
$665K 0.1%
1,944
-15
185
$664K 0.1%
5,500
-2,010
186
$664K 0.1%
6,026
-24
187
$661K 0.1%
11,682
+3,216
188
$655K 0.1%
7,613
+894
189
$650K 0.1%
17,312
-1,278
190
$650K 0.1%
1,304
+329
191
$649K 0.1%
15,510
+3,070
192
$635K 0.09%
48,526
193
$633K 0.09%
6,964
-85
194
$632K 0.09%
13,345
-691
195
$616K 0.09%
3,780
-1,067
196
$611K 0.09%
14,244
+1,020
197
$608K 0.09%
5,375
-157
198
$601K 0.09%
60,733
+83
199
$596K 0.09%
1,481
-1
200
$588K 0.09%
2,617
+17
6 7
8
9 10