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
301
$225K 0.03%
545
-29
302
$224K 0.03%
+1,115
303
$223K 0.03%
+2,097
304
$221K 0.03%
+1,206
305
$217K 0.03%
7,635
+155
306
$217K 0.03%
681
+1
307
$215K 0.03%
+1,364
308
$213K 0.03%
730
-75
309
$213K 0.03%
1,809
310
$213K 0.03%
451
+1
311
$209K 0.03%
1,142
312
$208K 0.03%
5,011
-6
313
$207K 0.03%
+4,028
314
$205K 0.03%
+903
315
$203K 0.03%
+6,760
316
$203K 0.03%
+1,764
317
$202K 0.03%
+1,453
318
$201K 0.03%
1,854
-109
319
$201K 0.03%
+1,762
320
$200K 0.03%
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321
$200K 0.03%
+1,351
322
$200K 0.03%
+4,162
323
$200K 0.03%
+1,886
324
$196K 0.03%
12,330
-145
325
$189K 0.03%
23,014
+661
11 12
13
14 15