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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$235K 0.03%
1,435
-26
302
$235K 0.03%
+4,317
303
$234K 0.03%
+5,000
304
$234K 0.03%
4,947
+144
305
$234K 0.03%
698
+9
306
$231K 0.03%
+2,763
307
$228K 0.03%
3,043
308
$226K 0.03%
9,209
309
$224K 0.03%
18,901
310
$220K 0.03%
4,985
-60
311
$219K 0.03%
+2,434
312
$218K 0.03%
2,701
-288
313
$216K 0.03%
4,263
+160
314
$213K 0.03%
1,651
+8
315
$212K 0.03%
+6,119
316
$212K 0.03%
5,663
-1,354
317
$210K 0.03%
+1,818
318
$208K 0.03%
+4,054
319
$208K 0.03%
+2,968
320
$207K 0.03%
4,199
321
$207K 0.03%
+13,000
322
$206K 0.03%
11,655
+1,570
323
$205K 0.03%
15,299
324
$205K 0.03%
6,434
-34,239
325
$202K 0.03%
+4,901
11 12
13
14 15