MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$12.8M
2
+$3.61M
3
+$2.78M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.27M

Top Sells

1
+$359M
2
+$350M
3
+$19M
4
BAC icon
Bank of America
BAC
+$9.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.2M

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 0.09%
6,987
+75
204
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1,202
+4
205
$549K 0.08%
1,959
+580
206
$541K 0.08%
16,047
-10
207
$532K 0.08%
22,668
-414
208
$531K 0.08%
18,049
209
$530K 0.08%
16,484
+150
210
$524K 0.08%
14,384
+1,250
211
$518K 0.08%
1,599
+14
212
$517K 0.08%
23,304
-138
213
$516K 0.08%
3,022
-54
214
$515K 0.08%
1,324
+8
215
$512K 0.08%
3,826
-54
216
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6,511
-37
217
$506K 0.08%
5,402
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218
$504K 0.08%
975
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219
$502K 0.08%
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