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
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$449K 0.07%
6,813
+7
202
$446K 0.07%
21,987
-2,685
203
$445K 0.07%
12,791
+3,431
204
$442K 0.07%
2,700
-1,506
205
$440K 0.07%
10,570
+993
206
$436K 0.07%
13,561
+497
207
$432K 0.07%
3,363
-549
208
$430K 0.07%
1,870
+2
209
$426K 0.07%
2,948
+8
210
$426K 0.07%
1,127
-39
211
$418K 0.07%
9,066
+1,349
212
$416K 0.07%
1,617
+83
213
$410K 0.07%
+7,105
214
$410K 0.07%
+1,948
215
$406K 0.07%
1
216
$405K 0.07%
3,111
+15
217
$402K 0.06%
7,892
218
$397K 0.06%
8,357
+17
219
$393K 0.06%
15,791
+852
220
$386K 0.06%
7,815
+2,185
221
$384K 0.06%
3,993
+939
222
$382K 0.06%
1,814
+43
223
$378K 0.06%
5,026
+34
224
$377K 0.06%
5,147
+93
225
$376K 0.06%
2,289
+21
7 8
9
10 11