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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$507K 0.08%
4,825
-89
227
$502K 0.08%
23,304
228
$501K 0.08%
17,599
+1,072
229
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48,526
230
$487K 0.07%
802
-12
231
$484K 0.07%
6,934
+262
232
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5,404
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233
$483K 0.07%
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234
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235
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236
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237
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238
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4,579
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239
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240
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241
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244
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245
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1,335
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246
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5,863
247
$434K 0.07%
4,238
248
$434K 0.07%
19,090
+4
249
$428K 0.07%
42,645
-18,088
250
$427K 0.06%
+4,016
8 9
10
11 12