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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$412K 0.06%
2,839
-148
227
$410K 0.06%
6,663
+1,419
228
$400K 0.06%
8,611
+153
229
$400K 0.06%
2,746
-202
230
$396K 0.06%
5,561
-1,192
231
$391K 0.05%
+2,821
232
$388K 0.05%
1,812
-2
233
$383K 0.05%
12,348
+59
234
$382K 0.05%
4,436
+114
235
$381K 0.05%
6,684
+1,153
236
$373K 0.05%
18,398
+6,415
237
$373K 0.05%
19,657
-7,536
238
$368K 0.05%
7,009
-2,854
239
$366K 0.05%
11,979
+326
240
$365K 0.05%
2,473
+28
241
$360K 0.05%
11,623
+74
242
$360K 0.05%
2,020
-88
243
$354K 0.05%
3,558
-1,256
244
$353K 0.05%
7,014
-189
245
$353K 0.05%
3,891
-424
246
$351K 0.05%
+4,884
247
$349K 0.05%
2,079
+4
248
$347K 0.05%
+21,646
249
$345K 0.05%
3,369
+925
250
$341K 0.05%
6,422
+1,304
8 9
10
11 12