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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$339K 0.04%
2,836
-3
252
$337K 0.04%
2,036
-1,076
253
$332K 0.04%
3,024
-2,433
254
$332K 0.04%
2,381
+29
255
$330K 0.04%
9,660
+2
256
$324K 0.04%
593
+10
257
$322K 0.04%
5,329
-295
258
$321K 0.04%
6,693
+574
259
$316K 0.04%
6,627
+741
260
$309K 0.04%
1,328
+6
261
$308K 0.04%
9,578
+1,661
262
$307K 0.04%
6,829
+25
263
$306K 0.04%
+8,070
264
$306K 0.04%
4,829
+68
265
$303K 0.04%
962
+20
266
$301K 0.04%
1,236
-108
267
$300K 0.04%
2,922
268
$299K 0.04%
3,818
+8
269
$295K 0.04%
11,679
-1,198
270
$292K 0.04%
2,944
-170
271
$291K 0.04%
5,362
-739
272
$290K 0.04%
15,205
+3,550
273
$290K 0.04%
11,373
-95
274
$289K 0.04%
4,446
+122
275
$286K 0.04%
1,452
+17
9 10
11
12 13