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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$208K 0.03%
5,320
-1,000
327
$207K 0.03%
+1,253
328
$206K 0.03%
+979
329
$206K 0.03%
727
+46
330
$206K 0.03%
4,245
+83
331
$204K 0.03%
+2,829
332
$203K 0.03%
+404
333
$201K 0.03%
980
+77
334
$200K 0.03%
7,680
+45
335
$183K 0.02%
11,567
336
$161K 0.02%
10,000
337
$160K 0.02%
19,770
-2,500
338
$153K 0.02%
54,911
-3,000
339
$151K 0.02%
+1,356
340
$148K 0.02%
5,244
+811
341
$111K 0.01%
2,579
+33
342
$109K 0.01%
15,021
+21
343
$97K 0.01%
10,152
344
$77K 0.01%
13,241
+451
345
$50K 0.01%
+12,978
346
$40K 0.01%
13,485
347
$37K 0.01%
125
348
$24K ﹤0.01%
10,728
349
– –
0
350
$18K ﹤0.01%
333
11 12 13
14
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