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
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.17M
3
+$1.36M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.36M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$10.5M
2
+$3.91M
3
+$1.77M
4
XOM icon
Exxon Mobil
XOM
+$1.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$741K

Sector Composition

1 Technology 14.97%
2 Financials 7.05%
3 Consumer Discretionary 4.14%
4 Healthcare 3.91%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$582K 0.09%
2,534
+77
202
$578K 0.09%
1,203
+1
203
$577K 0.09%
3,261
+137
204
$568K 0.08%
1,631
+32
205
$567K 0.08%
2,051
-63
206
$565K 0.08%
2,412
+8
207
$564K 0.08%
5,525
-8
208
$560K 0.08%
4,335
-74
209
$553K 0.08%
3,039
+17
210
$545K 0.08%
7,320
+701
211
$536K 0.08%
4,848
+60
212
$535K 0.08%
3,466
-726
213
$534K 0.08%
7,210
-16
214
$533K 0.08%
6,675
-133
215
$529K 0.08%
23,304
216
$528K 0.08%
16,527
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217
$524K 0.08%
5,344
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218
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18,049
219
$521K 0.08%
3,944
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220
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814
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221
$516K 0.08%
4,884
-1,509
222
$513K 0.08%
1,535
223
$507K 0.08%
14,384
224
$506K 0.08%
6,613
+102
225
$505K 0.08%
9,451
7 8
9
10 11