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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.03%
5,035
+50
302
$240K 0.03%
+2,580
303
$237K 0.03%
1,755
+104
304
$236K 0.03%
511
+6
305
$236K 0.03%
18,901
306
$229K 0.03%
+1,571
307
$228K 0.03%
+679
308
$226K 0.03%
4,145
-145
309
$226K 0.03%
2,434
310
$225K 0.03%
13,485
311
$223K 0.03%
+399
312
$223K 0.03%
13,000
313
$222K 0.03%
+1,464
314
$222K 0.03%
3,043
315
$222K 0.03%
+1,739
316
$221K 0.03%
+1,327
317
$220K 0.03%
4,263
318
$216K 0.03%
9,209
319
$216K 0.03%
+1,300
320
$212K 0.03%
3,518
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321
$211K 0.03%
+1,587
322
$211K 0.03%
3,411
-643
323
$209K 0.03%
6,434
324
$208K 0.03%
4,199
325
$208K 0.03%
16,576
-78
11 12
13
14 15