MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.99M
3
+$3.68M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.48M

Top Sells

1
+$6.66M
2
+$6.6M
3
+$3.71M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.35M

Sector Composition

1 Technology 13.21%
2 Financials 7.27%
3 Consumer Discretionary 4.1%
4 Industrials 3.84%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$638K 0.09%
18,497
-2,368
202
$631K 0.09%
9,997
-39,833
203
$629K 0.09%
1,413
-78
204
$628K 0.09%
1,421
-1
205
$626K 0.09%
4,944
-4,154
206
$624K 0.09%
6,870
-68
207
$622K 0.09%
3,392
-237
208
$614K 0.09%
6,727
+36
209
$605K 0.08%
2,958
-82
210
$603K 0.08%
5,436
-1
211
$600K 0.08%
11,023
+2,101
212
$599K 0.08%
12,528
-697
213
$596K 0.08%
5,794
+1,820
214
$588K 0.08%
8,530
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215
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217
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218
$576K 0.08%
17,649
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219
$575K 0.08%
2,912
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220
$569K 0.08%
5,351
-53
221
$560K 0.08%
3,593
-16
222
$555K 0.08%
23,304
223
$555K 0.08%
12,532
+2,555
224
$554K 0.08%
30,415
+3,100
225
$550K 0.08%
1,296
-736
7 8
9
10 11