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
276
$276K 0.04%
3,954
+346
277
$276K 0.04%
505
+12
278
$274K 0.04%
+6,101
279
$273K 0.04%
583
+37
280
$273K 0.04%
10,043
+700
281
$272K 0.04%
+1,026
282
$271K 0.04%
1,065
+40
283
$271K 0.04%
7,917
+6
284
$271K 0.04%
28,550
-3,849
285
$270K 0.04%
+5,886
286
$258K 0.04%
2,641
-69
287
$258K 0.04%
3,513
-7
288
$256K 0.04%
14,164
+2,327
289
$252K 0.04%
+2,972
290
$250K 0.03%
1,647
-239
291
$249K 0.03%
4,324
-40
292
$245K 0.03%
5,629
-270
293
$243K 0.03%
+4,290
294
$243K 0.03%
4,833
-119
295
$242K 0.03%
+1,095
296
$241K 0.03%
+3,523
297
$239K 0.03%
2,137
-152
298
$239K 0.03%
+6,525
299
$237K 0.03%
+3,451
300
$236K 0.03%
11,468
-1,497
10 11
12
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