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
276
$286K 0.04%
3,993
+470
277
$285K 0.04%
+2,912
278
$281K 0.04%
4,609
+107
279
$281K 0.04%
7,258
+132
280
$278K 0.04%
1,245
+34
281
$271K 0.04%
1,382
+49
282
$271K 0.04%
852
-263
283
$270K 0.04%
1,055
+29
284
$265K 0.03%
7,475
+950
285
$263K 0.03%
1,063
-2
286
$262K 0.03%
9,526
-517
287
$262K 0.03%
2,648
+7
288
$259K 0.03%
+11,077
289
$259K 0.03%
4,979
+146
290
$257K 0.03%
5,223
+276
291
$254K 0.03%
2,174
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292
$252K 0.03%
2,763
293
$251K 0.03%
1,292
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294
$250K 0.03%
8,332
+84
295
$250K 0.03%
724
+26
296
$247K 0.03%
5,000
297
$245K 0.03%
2,774
+73
298
$245K 0.03%
13,993
-171
299
$242K 0.03%
2,913
-618
300
$242K 0.03%
+484
10 11
12
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