MFA

Mayflower Financial Advisors Portfolio holdings

AUM $826M
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
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 0-1 Year 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
326
$196K 0.03%
+19,026
327
$187K 0.03%
10,232
-14
328
$178K 0.02%
10,000
329
$173K 0.02%
10,000
-1,500
330
$166K 0.02%
10,500
331
$157K 0.02%
14,367
332
$74.5K 0.01%
10,152
333
$63.3K 0.01%
46,211
334
$25.4K ﹤0.01%
12,586
+8
335
$15.8K ﹤0.01%
2,579
336
$5.4K ﹤0.01%
450
337
– –
-1,050
338
– –
-3,847
339
– –
-1,040
340
– –
-4,619
341
– –
-3,170
342
– –
-7,650
343
– –
-12,500
344
– –
-3,801
345
– –
-7,495
346
– –
-765
347
– –
-3,382
348
– –
-2,030
349
– –
-14,637
350
– –
-3,613
11 12 13
14
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