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
301
$239K 0.03%
+2,354
302
$238K 0.03%
6,532
-727
303
$234K 0.03%
4,729
304
$234K 0.03%
2,241
+84
305
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+6,155
306
$229K 0.03%
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307
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12,047
-283
308
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1,491
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309
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310
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311
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312
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313
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20,014
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314
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315
$222K 0.03%
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316
$222K 0.03%
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319
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9,050
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320
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534
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321
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546
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322
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2,111
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323
$215K 0.03%
+480
324
$214K 0.03%
+3,693
325
$212K 0.03%
5,011
11 12
13
14 15