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
251
$338K 0.05%
7,111
-363
252
$330K 0.05%
2,101
+66
253
$326K 0.05%
16,952
-5,035
254
$325K 0.05%
225
255
$323K 0.04%
1,322
+4
256
$320K 0.04%
9,658
+1,645
257
$319K 0.04%
3,810
+282
258
$318K 0.04%
1,839
-156
259
$317K 0.04%
12,877
-7,615
260
$302K 0.04%
4,761
+479
261
$302K 0.04%
3,114
-879
262
$298K 0.04%
2,352
-31
263
$298K 0.04%
6,804
-9
264
$296K 0.04%
1,344
-148
265
$295K 0.04%
+2,922
266
$293K 0.04%
+3,531
267
$293K 0.04%
2,220
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268
$291K 0.04%
4,669
-5,948
269
$290K 0.04%
16,654
+148
270
$290K 0.04%
7,126
+11
271
$285K 0.04%
1,211
+14
272
$283K 0.04%
942
-97
273
$281K 0.04%
5,624
+249
274
$278K 0.04%
+1,115
275
$278K 0.04%
1,333
-1,152
9 10
11
12 13