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
251
$334K 0.05%
1,414
-251
252
$333K 0.04%
4,610
+10
253
$333K 0.04%
3,859
+292
254
$330K 0.04%
2,223
+65
255
$320K 0.04%
3,054
256
$319K 0.04%
1,058
+29
257
$315K 0.04%
1,857
+13
258
$314K 0.04%
4,719
-400
259
$313K 0.04%
2,311
+290
260
$311K 0.04%
4,431
+302
261
$311K 0.04%
+10,682
262
$310K 0.04%
226
+1
263
$310K 0.04%
4,478
+10
264
$309K 0.04%
4,047
-130
265
$309K 0.04%
1,756
-254
266
$307K 0.04%
2,789
-33
267
$307K 0.04%
3,482
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268
$307K 0.04%
3,677
269
$305K 0.04%
+7,613
270
$305K 0.04%
2,010
+303
271
$296K 0.04%
5,045
+75
272
$292K 0.04%
2,941
+1
273
$292K 0.04%
5,370
+36
274
$291K 0.04%
2,475
+326
275
$291K 0.04%
3,509
9 10
11
12 13