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
$653M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.74M
3
+$2.35M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.01M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.62M

Top Sells

1
+$57.4M
2
+$4.93M
3
+$2.32M
4
ADM icon
Archer Daniels Midland
ADM
+$1.94M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.58M

Sector Composition

1 Healthcare 9.03%
2 Technology 8.59%
3 Utilities 7.88%
4 Consumer Staples 7.87%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$450K 0.07%
7,892
+3,173
202
$447K 0.07%
4,992
-789
203
$441K 0.07%
+32,867
204
$440K 0.07%
9,577
+184
205
$435K 0.07%
1,868
-23
206
$429K 0.07%
7,687
-3
207
$428K 0.07%
+6,167
208
$426K 0.07%
1,534
+26
209
$418K 0.06%
13,064
-953
210
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11,677
+1,568
211
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1
212
$408K 0.06%
4,546
-14
213
$408K 0.06%
10,185
+2,628
214
$408K 0.06%
7,717
+833
215
$408K 0.06%
32,344
216
$407K 0.06%
12,285
+36
217
$402K 0.06%
5,054
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218
$401K 0.06%
19,753
+439
219
$398K 0.06%
8,340
+16
220
$387K 0.06%
1,771
-1,305
221
$387K 0.06%
7,343
+444
222
$384K 0.06%
14,939
-502
223
$382K 0.06%
4,321
+1
224
$375K 0.06%
7,269
-351
225
$374K 0.06%
5,075
-838
7 8
9
10 11