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
$796M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.65M
3
+$2.54M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.45M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.41M

Top Sells

1
+$3.32M
2
+$2.72M
3
+$2.08M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.57M

Sector Composition

1 Technology 13.21%
2 Financials 6.82%
3 Consumer Discretionary 4.77%
4 Healthcare 3.68%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
176
Snowflake
SNOW
$71.1B
$847K 0.11%
3,755
-127
XLE icon
177
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$844K 0.11%
18,886
+414
UBER icon
178
Uber
UBER
$175B
$843K 0.11%
8,602
-7
COR icon
179
Cencora
COR
$68.9B
$817K 0.1%
2,615
-30
HIMU
180
iShares High Yield Muni Active ETF
HIMU
$2.41B
$816K 0.1%
16,580
+6,416
EGHT icon
181
8x8 Inc
EGHT
$244M
$809K 0.1%
381,464
ACN icon
182
Accenture
ACN
$177B
$802K 0.1%
3,251
+105
CRWD icon
183
CrowdStrike
CRWD
$115B
$785K 0.1%
1,601
-23
CWK icon
184
Cushman & Wakefield Ltd
CWK
$3.95B
$779K 0.1%
48,955
+429
CNI icon
185
Canadian National Railway
CNI
$61.1B
$771K 0.1%
8,176
-501
IWD icon
186
iShares Russell 1000 Value ETF
IWD
$71.6B
$770K 0.1%
3,783
+22
MMM icon
187
3M
MMM
$90.9B
$761K 0.1%
4,902
+28
EEM icon
188
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$758K 0.1%
14,199
-1,076
SOFI icon
189
SoFi Technologies
SOFI
$33.4B
$747K 0.09%
28,288
-2,127
DIVO icon
190
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$742K 0.09%
16,638
VNQ icon
191
Vanguard Real Estate ETF
VNQ
$35.5B
$729K 0.09%
7,973
-210
PANW icon
192
Palo Alto Networks
PANW
$131B
$726K 0.09%
3,567
+609
WFC icon
193
Wells Fargo
WFC
$275B
$725K 0.09%
8,652
+3,202
UNP icon
194
Union Pacific
UNP
$137B
$705K 0.09%
2,982
+130
INTU icon
195
Intuit
INTU
$154B
$704K 0.09%
1,031
+124
CVS icon
196
CVS Health
CVS
$103B
$703K 0.09%
9,331
+801
AGG icon
197
iShares Core US Aggregate Bond ETF
AGG
$136B
$702K 0.09%
7,004
+27
DIS icon
198
Walt Disney
DIS
$202B
$693K 0.09%
6,053
-162
XLK icon
199
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$689K 0.09%
4,888
-56
CB icon
200
Chubb
CB
$119B
$685K 0.09%
2,428
+182
6 7
8
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