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
$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
COR icon
176
Cencora
COR
$67.3B
$793K 0.11%
2,645
+18
TSM icon
177
TSMC
TSM
$1.52T
$785K 0.11%
3,464
+182
XLE icon
178
State Street Energy Select Sector SPDR ETF
XLE
$27.5B
$783K 0.11%
9,236
+40
DIS icon
179
Walt Disney
DIS
$187B
$771K 0.11%
6,215
-320
WMT icon
180
Walmart
WMT
$904B
$751K 0.1%
7,680
-222
EGHT icon
181
8x8 Inc
EGHT
$270M
$748K 0.1%
381,464
-1,257
SPGI icon
182
S&P Global
SPGI
$150B
$744K 0.1%
1,411
+72
MMM icon
183
3M
MMM
$91.3B
$742K 0.1%
4,874
+367
EEM icon
184
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$737K 0.1%
15,275
-9,214
IWD icon
185
iShares Russell 1000 Value ETF
IWD
$67.9B
$730K 0.1%
3,761
-115
BRK.A icon
186
Berkshire Hathaway Class A
BRK.A
$1.09T
$729K 0.1%
1
VNQ icon
187
Vanguard Real Estate ETF
VNQ
$34B
$729K 0.1%
8,183
-52
INTU icon
188
Intuit
INTU
$176B
$714K 0.1%
907
+48
DIVO icon
189
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.62B
$708K 0.1%
16,638
-920
MYCF
190
SPDR SSGA My2026 Corporate Bond ETF
MYCF
$40M
$698K 0.1%
27,823
AGG icon
191
iShares Core US Aggregate Bond ETF
AGG
$135B
$692K 0.1%
6,977
-446
EVCM icon
192
EverCommerce
EVCM
$1.63B
$684K 0.1%
65,106
-37,000
OKE icon
193
Oneok
OKE
$46.5B
$677K 0.09%
8,297
-45
ECL icon
194
Ecolab
ECL
$76.6B
$673K 0.09%
2,498
-23
COIN icon
195
Coinbase
COIN
$73.4B
$668K 0.09%
1,906
+227
AMD icon
196
Advanced Micro Devices
AMD
$353B
$663K 0.09%
4,672
+93
UNP icon
197
Union Pacific
UNP
$139B
$656K 0.09%
2,852
-61
CB icon
198
Chubb
CB
$116B
$651K 0.09%
2,246
+103
GNMA icon
199
iShares GNMA Bond ETF
GNMA
$376M
$643K 0.09%
14,619
+524
SHV icon
200
iShares Short Treasury Bond ETF
SHV
$20.7B
$638K 0.09%
5,781
+40
6 7
8
9 10