MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$718M
This Quarter Return
+9.95%
1 Year Return
+17.54%
3 Year Return
+53.2%
5 Year Return
–
10 Year Return
–
AUM
$720M
AUM Growth
+$720M
(+16%)
Cap. Flow
+$42.8M
Cap. Flow
% of AUM
5.94%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
371
New
32
Increased
165
Reduced
122
Closed
18
Top Buys
1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.41M |
2 |
iShares National Muni Bond ETF
MUB
|
$5.42M |
3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.84M |
4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$3.53M |
5 |
iShares MBS ETF
MBB
|
$2.78M |
Top Sells
Sector Composition
1 | Healthcare | 8.42% |
2 | Technology | 7.44% |
3 | Consumer Staples | 7.41% |
4 | Utilities | 7.12% |
5 | Consumer Discretionary | 6.89% |