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
251
$423K 0.06%
5,364
-17
252
$423K 0.06%
12,727
253
$421K 0.06%
8,993
+2,231
254
$420K 0.06%
3,780
-142
255
$420K 0.06%
3,400
-32
256
$412K 0.06%
3,676
+249
257
$411K 0.06%
3,974
+1,019
258
$402K 0.06%
5,541
-34
259
$400K 0.06%
3,619
+82
260
$399K 0.06%
1,991
-141
261
$399K 0.06%
3,537
+1,355
262
$394K 0.06%
3,300
263
$391K 0.06%
4,784
264
$387K 0.06%
1,587
-79
265
$381K 0.06%
5,016
-6
266
$380K 0.06%
3,450
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267
$379K 0.06%
+2,866
268
$375K 0.06%
2,483
-26
269
$374K 0.06%
4,939
-23
270
$366K 0.06%
32,689
271
$364K 0.06%
1,076
-60
272
$361K 0.05%
14,947
+6,500
273
$357K 0.05%
4,612
-236
274
$357K 0.05%
4,973
-513
275
$354K 0.05%
15,401
-850
9 10
11
12 13