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
251
$252K 0.04%
6,555
-664
252
$249K 0.04%
1,122
+25
253
$246K 0.04%
7,617
+213
254
$240K 0.04%
+1,299
255
$240K 0.04%
4,161
256
$239K 0.04%
758
-12
257
$237K 0.04%
1,730
+60
258
$234K 0.03%
+1,664
259
$233K 0.03%
+4,027
260
$230K 0.03%
+10,433
261
$230K 0.03%
5,144
-200
262
$229K 0.03%
469
-71
263
$228K 0.03%
1,513
-5
264
$226K 0.03%
1,637
-148
265
$225K 0.03%
+3,608
266
$224K 0.03%
2,239
-95
267
$222K 0.03%
3,495
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268
$220K 0.03%
957
269
$216K 0.03%
+828
270
$214K 0.03%
1,963
271
$213K 0.03%
+1,799
272
$211K 0.03%
3,428
-50
273
$209K 0.03%
+2,390
274
$207K 0.03%
+1,172
275
$204K 0.03%
2,404
-277
9 10
11
12 13