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
$715M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.18M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.45M
5
CVX icon
Chevron
CVX
+$1.06M

Top Sells

1
+$3.4M
2
+$2.28M
3
+$1.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$660K
5
IYG icon
iShares US Financial Services ETF
IYG
+$599K

Sector Composition

1 Consumer Discretionary 14.24%
2 Technology 11.34%
3 Healthcare 7.68%
4 Consumer Staples 6.81%
5 Utilities 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.5M 7.91%
133,758
+1,528
2
$51.3M 7.06%
162,528
-202
3
$33.2M 4.56%
143,696
+207
4
$27.3M 3.75%
276,374
-788
5
$21.2M 2.92%
157,373
+1,314
6
$18.7M 2.57%
347,110
+4,465
7
$17.6M 2.42%
84,618
-432
8
$15.5M 2.14%
210,970
+8,260
9
$15.1M 2.07%
225,550
+11,690
10
$15M 2.07%
267,588
+108
11
$13.3M 1.83%
210,460
-99
12
$13M 1.79%
95,090
+1,385
13
$12.8M 1.76%
149,060
+9,527
14
$11.4M 1.56%
409,068
-3,000
15
$11M 1.52%
326,874
+310,874
16
$10.7M 1.48%
39,601
-258
17
$10.5M 1.45%
93,478
-50
18
$9.64M 1.33%
131,607
+529
19
$9.64M 1.33%
22,524
-486
20
$9.62M 1.32%
201,829
+3,929
21
$9.17M 1.26%
137,539
-51,025
22
$9.1M 1.25%
80,584
-20,214
23
$9.05M 1.24%
77,211
+3,741
24
$8.11M 1.12%
144,772
+675
25
$7.29M 1%
69,616
+10,077
1
2 3 4 5