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
$772M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.31M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$904K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.41M
4
OSH
Oak Street Health, Inc.
OSH
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.74%
3 Healthcare 7.17%
4 Consumer Staples 6.97%
5 Utilities 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$514K 0.07%
5,479
-6
202
$512K 0.07%
2,661
-5
203
$507K 0.07%
4,455
+1,543
204
$489K 0.06%
2,390
-171
205
$487K 0.06%
1,215
-3
206
$485K 0.06%
6,473
+2,480
207
$480K 0.06%
6,467
-226
208
$480K 0.06%
4,630
-97
209
$468K 0.06%
3,129
-2,668
210
$467K 0.06%
14,066
-24
211
$467K 0.06%
9,658
+483
212
$464K 0.06%
+4,458
213
$462K 0.06%
1,879
+8
214
$461K 0.06%
1,434
-27
215
$455K 0.06%
9,881
+229
216
$453K 0.06%
7,020
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217
$453K 0.06%
6,040
-13
218
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4,268
-170
219
$452K 0.06%
8,150
-125
220
$446K 0.06%
9,958
-2,327
221
$442K 0.06%
2,535
+12
222
$440K 0.06%
3,086
+20
223
$439K 0.06%
1,083
+13
224
$438K 0.06%
6,999
+1
225
$436K 0.06%
23,420
+8,215
7 8
9
10 11