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
$669M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$997K
3
+$738K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$663K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$553K

Top Sells

1
+$5.89M
2
+$5.14M
3
+$4.45M
4
LLY icon
Eli Lilly
LLY
+$4.03M
5
PG icon
Procter & Gamble
PG
+$3.61M

Sector Composition

1 Technology 8.98%
2 Consumer Discretionary 7.94%
3 Healthcare 7.39%
4 Consumer Staples 6.98%
5 Utilities 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$468K 0.07%
11,193
-7,198
202
$455K 0.07%
8,339
+911
203
$448K 0.07%
1,693
-45
204
$446K 0.07%
24,920
+1,500
205
$446K 0.07%
6,046
+6
206
$444K 0.07%
4,593
-173
207
$443K 0.07%
7,650
-500
208
$429K 0.06%
2,115
+17
209
$426K 0.06%
4,261
-197
210
$420K 0.06%
13,383
-683
211
$420K 0.06%
6,359
-108
212
$420K 0.06%
6,999
213
$414K 0.06%
+24,942
214
$411K 0.06%
2,752
+217
215
$404K 0.06%
1,606
-273
216
$403K 0.06%
5,764
-2,019
217
$394K 0.06%
+6,218
218
$391K 0.06%
7,168
+148
219
$391K 0.06%
5,833
-105
220
$390K 0.06%
3,882
-1,076
221
$390K 0.06%
4,789
-72
222
$388K 0.06%
7,075
+2,317
223
$384K 0.06%
3,103
+17
224
$378K 0.06%
9,449
225
$376K 0.06%
1,711
+186
7 8
9
10 11