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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$304K 0.05%
5,241
-255
302
$302K 0.05%
16,236
-200
303
$301K 0.05%
5,952
304
$299K 0.05%
9,395
-17
305
$299K 0.05%
3,591
306
$298K 0.05%
1,732
307
$298K 0.05%
+9,410
308
$295K 0.04%
3,771
+562
309
$293K 0.04%
2,350
310
$292K 0.04%
6,996
+95
311
$291K 0.04%
246
-1
312
$289K 0.04%
+1,679
313
$288K 0.04%
9,286
-138
314
$284K 0.04%
4,747
+475
315
$282K 0.04%
1,911
+3
316
$275K 0.04%
9,715
+1,004
317
$273K 0.04%
4,428
-96
318
$272K 0.04%
411
+29
319
$270K 0.04%
6,528
-55
320
$267K 0.04%
1,278
-8
321
$266K 0.04%
1,074
-43
322
$265K 0.04%
3,614
+183
323
$264K 0.04%
1,717
+9
324
$264K 0.04%
5,291
+59
325
$263K 0.04%
1,519
-175
11 12
13
14 15