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
276
$352K 0.05%
5,074
-2,539
277
$352K 0.05%
7,144
-797
278
$350K 0.05%
2,922
279
$349K 0.05%
1,372
-10
280
$349K 0.05%
4,011
+104
281
$347K 0.05%
739
-80
282
$345K 0.05%
7,076
+1,300
283
$341K 0.05%
1,692
+46
284
$338K 0.05%
2,105
285
$335K 0.05%
1,876
+70
286
$333K 0.05%
11,688
-938
287
$333K 0.05%
13,455
288
$331K 0.05%
9,977
+84
289
$331K 0.05%
11,238
-590
290
$323K 0.05%
+4,685
291
$320K 0.05%
2,769
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292
$318K 0.05%
27,315
+13,750
293
$317K 0.05%
2,701
+24
294
$316K 0.05%
3,224
+396
295
$316K 0.05%
3,827
+14
296
$316K 0.05%
4,105
297
$312K 0.05%
4,995
-8
298
$312K 0.05%
2,115
+98
299
$312K 0.05%
4,304
+523
300
$309K 0.05%
3,222
-591
10 11
12
13 14