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
$663M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.77M
3
+$2.82M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.31M

Top Sells

1
+$393M
2
+$338M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$9.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.3M

Sector Composition

1 Technology 15.16%
2 Financials 6.64%
3 Healthcare 4.48%
4 Consumer Discretionary 4.09%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$573K 0.09%
4,033
-29,231
202
$570K 0.09%
12,440
-3,963
203
$564K 0.08%
6,987
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204
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1,202
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205
$549K 0.08%
1,959
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206
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16,047
-10
207
$532K 0.08%
22,668
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208
$531K 0.08%
18,049
209
$530K 0.08%
16,484
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210
$524K 0.08%
14,384
+1,250
211
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1,599
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212
$517K 0.08%
23,304
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213
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3,022
-54
214
$515K 0.08%
1,324
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215
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3,826
-54
216
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217
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5,402
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218
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975
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219
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1,535
220
$498K 0.08%
9,465
221
$497K 0.07%
9,451
222
$485K 0.07%
5,479
+41
223
$484K 0.07%
6,670
-150
224
$481K 0.07%
4,192
+1,182
225
$475K 0.07%
3,124
-165
7 8
9
10 11