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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.05%
908
+30
227
$307K 0.05%
5,493
+327
228
$305K 0.05%
5,508
-95
229
$298K 0.04%
+2,012
230
$296K 0.04%
2,278
231
$294K 0.04%
5,798
+7
232
$289K 0.04%
6,511
233
$284K 0.04%
4,360
+200
234
$283K 0.04%
1,800
+530
235
$282K 0.04%
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+111
236
$280K 0.04%
1,846
+19
237
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238
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8,129
+200
239
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1,092
-285
240
$269K 0.04%
6,719
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241
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5,324
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242
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820
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243
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5,720
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245
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4,139
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246
$261K 0.04%
2,745
+50
247
$260K 0.04%
+695
248
$258K 0.04%
5,777
-352
249
$257K 0.04%
3,454
-23
250
$255K 0.04%
+10,934
8 9
10
11 12