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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$238K 0.03%
2,296
+70
302
$237K 0.03%
1,195
-168
303
$235K 0.03%
3,897
+30
304
$235K 0.03%
+4,094
305
$233K 0.03%
+476
306
$230K 0.03%
2,430
307
$230K 0.03%
+4,720
308
$227K 0.03%
15,757
-83
309
$227K 0.03%
401
+1
310
$224K 0.03%
2,793
-250
311
$223K 0.03%
3,882
-98
312
$222K 0.03%
2,141
+13
313
$221K 0.03%
+4,657
314
$220K 0.03%
2,086
-2,175
315
$219K 0.03%
+4,447
316
$212K 0.03%
4,199
317
$209K 0.03%
6,225
-390
318
$208K 0.03%
+8,808
319
$208K 0.03%
+7,347
320
$207K 0.03%
9,209
321
$204K 0.03%
+1,811
322
$203K 0.03%
5,658
-689
323
$203K 0.03%
1,320
-155
324
$203K 0.03%
+5,941
325
$201K 0.03%
+3,412
11 12
13
14 15