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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.04%
12,783
-250
277
$280K 0.04%
8,001
+2,997
278
$279K 0.04%
1,059
+43
279
$278K 0.04%
2,149
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280
$277K 0.04%
+1,130
281
$273K 0.04%
4,129
-71
282
$271K 0.04%
6,320
-940
283
$271K 0.04%
5,472
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284
$270K 0.04%
3,765
+94
285
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3,509
+2
286
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2,157
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287
$259K 0.03%
828
288
$258K 0.03%
3,567
-706
289
$257K 0.03%
1,685
+105
290
$257K 0.03%
1,882
+124
291
$257K 0.03%
4,777
292
$254K 0.03%
7,083
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293
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2,158
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294
$242K 0.03%
952
+73
295
$241K 0.03%
4,161
296
$237K 0.03%
1,841
-250
297
$236K 0.03%
4,729
298
$236K 0.03%
1,695
+2
299
$234K 0.03%
1,710
+156
300
$225K 0.03%
1,360
-169
10 11
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