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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.06%
11,563
+187
227
$395K 0.05%
4,281
-18
228
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2,521
-92
229
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231
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2,786
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232
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233
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6,060
234
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6,145
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235
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236
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1,505
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237
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238
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239
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888
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240
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241
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5,022
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246
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5,555
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247
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2,922
248
$319K 0.04%
693
+10
249
$319K 0.04%
2,452
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250
$317K 0.04%
1,240
-77
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10
11 12