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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.06%
11,494
-708
202
$407K 0.06%
1,382
+21
203
$407K 0.06%
1,212
-281
204
$405K 0.06%
8,016
+21
205
$405K 0.06%
8,275
+16
206
$403K 0.06%
+8,288
207
$401K 0.06%
6,054
208
$397K 0.05%
3,548
+421
209
$391K 0.05%
2,123
+5
210
$387K 0.05%
1,683
+20
211
$384K 0.05%
6,150
+428
212
$381K 0.05%
966
+58
213
$375K 0.05%
11,682
+6
214
$373K 0.05%
5,085
+23
215
$372K 0.05%
1,024
-146
216
$358K 0.05%
780
-40
217
$351K 0.05%
+1,626
218
$346K 0.05%
1,993
-14
219
$345K 0.05%
4,460
+100
220
$343K 0.05%
7,293
+165
221
$340K 0.05%
4,264
+1,860
222
$340K 0.05%
2,305
-2,639
223
$340K 0.05%
4,119
+165
224
$336K 0.05%
6,246
+541
225
$332K 0.05%
16,063
-1,180
7 8
9
10 11