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
326
$202K 0.03%
4,502
-3
327
$201K 0.03%
+1,532
328
$185K 0.03%
13,067
+1,500
329
$184K 0.03%
11,500
330
$152K 0.02%
10,000
331
$127K 0.02%
13,485
332
$83.2K 0.01%
15,820
-2,950
333
$77.2K 0.01%
10,152
334
$48.3K 0.01%
2,579
335
$44.3K 0.01%
2,050
336
$31K ﹤0.01%
46,211
-8,700
337
$22.3K ﹤0.01%
12,623
-13
338
$18.8K ﹤0.01%
15,000
339
$13K ﹤0.01%
10,728
340
$8.33K ﹤0.01%
450
341
$8.26K ﹤0.01%
+12,500
342
– –
0
343
– –
-4,193
344
– –
-5,141
345
– –
-4,767
346
– –
-7,105
347
– –
-14,401
348
– –
-4,113
349
– –
-9,050
350
– –
-2,724
11 12 13
14
15