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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.05%
1,922
+152
227
$408K 0.05%
8,324
+17
228
$407K 0.05%
7,690
+559
229
$405K 0.05%
12,767
230
$401K 0.05%
3,864
+312
231
$397K 0.05%
24,000
232
$394K 0.05%
7,938
+195
233
$389K 0.05%
937
+8
234
$389K 0.05%
1,218
+88
235
$384K 0.05%
10,368
+2,105
236
$378K 0.05%
4,852
+59
237
$371K 0.05%
3,598
+1,834
238
$367K 0.05%
5,430
-20
239
$364K 0.05%
2,382
+260
240
$363K 0.05%
16,215
+143
241
$358K 0.05%
4,274
+261
242
$357K 0.05%
7,612
+1,155
243
$353K 0.05%
13,663
+880
244
$350K 0.05%
9,126
-237
245
$349K 0.05%
6,899
+1,427
246
$348K 0.05%
4,453
247
$342K 0.05%
5,163
+1,167
248
$341K 0.05%
7,557
-180
249
$339K 0.05%
1,040
-19
250
$338K 0.05%
1,647
+35
8 9
10
11 12