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
$598M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.04M
3
+$3.58M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.28M

Top Sells

1
+$29.5M
2
+$28.4M
3
+$27M
4
PG icon
Procter & Gamble
PG
+$18.6M
5
XOM icon
Exxon Mobil
XOM
+$15.4M

Sector Composition

1 Technology 11.86%
2 Financials 6.43%
3 Healthcare 4.94%
4 Consumer Discretionary 4.69%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$535K 0.09%
6,590
+66
202
$531K 0.09%
+5,558
203
$525K 0.09%
16,047
204
$524K 0.09%
12,755
+132
205
$522K 0.09%
18,049
206
$519K 0.09%
6,479
+198
207
$511K 0.09%
7,796
-618
208
$511K 0.09%
6,623
-167
209
$511K 0.09%
9,423
-203,960
210
$508K 0.08%
48,526
211
$507K 0.08%
5,342
+11
212
$506K 0.08%
9,865
-65
213
$503K 0.08%
1,735
-36
214
$495K 0.08%
5,578
-35,076
215
$493K 0.08%
15,490
+3,211
216
$486K 0.08%
5,555
-200
217
$483K 0.08%
4,789
218
$480K 0.08%
6,118
+58
219
$477K 0.08%
23,442
-1,500
220
$472K 0.08%
6,956
-43
221
$462K 0.08%
1,569
+64
222
$461K 0.08%
964
+316
223
$459K 0.08%
5,908
+129
224
$451K 0.08%
9,451
+2
225
$444K 0.07%
1,385
+145
7 8
9
10 11