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
276
$291K 0.04%
2,201
+850
277
$291K 0.04%
1,830
-100
278
$288K 0.04%
3,711
-2,600
279
$288K 0.04%
4,015
+715
280
$288K 0.04%
5,423
-20
281
$288K 0.04%
5,633
+1,605
282
$285K 0.04%
1,360
+130
283
$283K 0.04%
4,752
-878
284
$282K 0.04%
1,085
-45
285
$280K 0.04%
4,040
+275
286
$279K 0.04%
+5,526
287
$278K 0.04%
9,046
+76
288
$277K 0.04%
6,760
289
$277K 0.04%
+1,851
290
$277K 0.04%
6,197
-197
291
$273K 0.04%
6,928
-155
292
$270K 0.04%
493
+18
293
$269K 0.04%
1,075
+126
294
$267K 0.04%
8,008
+7
295
$257K 0.03%
+2,362
296
$255K 0.03%
1,625
-6
297
$255K 0.03%
+1,898
298
$253K 0.03%
4,322
+357
299
$252K 0.03%
1,910
+200
300
$241K 0.03%
+3,040
10 11
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