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
176
$793K 0.11%
2,645
+18
177
$785K 0.11%
3,464
+182
178
$783K 0.11%
18,472
+80
179
$771K 0.11%
6,215
-320
180
$751K 0.1%
7,680
-222
181
$748K 0.1%
381,464
-1,257
182
$744K 0.1%
1,411
+72
183
$742K 0.1%
4,874
+367
184
$737K 0.1%
15,275
-9,214
185
$730K 0.1%
3,761
-115
186
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1
187
$729K 0.1%
8,183
-52
188
$714K 0.1%
907
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189
$708K 0.1%
16,638
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190
$698K 0.1%
27,823
191
$692K 0.1%
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$684K 0.1%
65,106
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193
$677K 0.09%
8,297
-45
194
$673K 0.09%
2,498
-23
195
$668K 0.09%
1,906
+227
196
$663K 0.09%
4,672
+93
197
$656K 0.09%
2,852
-61
198
$651K 0.09%
2,246
+103
199
$643K 0.09%
14,619
+524
200
$638K 0.09%
5,781
+40
6 7
8
9 10