MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$718M
This Quarter Return
-3.54%
1 Year Return
+17.54%
3 Year Return
+53.2%
5 Year Return
–
10 Year Return
–
AUM
$669M
AUM Growth
+$669M
(-13%)
Cap. Flow
-$70.7M
Cap. Flow
% of AUM
-10.58%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
372
New
15
Increased
104
Reduced
186
Closed
32
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.89M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.14M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.45M |
| 4 |
Eli Lilly
LLY
|
$4.03M |
| 5 |
Procter & Gamble
PG
|
$3.61M |
Sector Composition
| 1 | Technology | 8.98% |
| 2 | Consumer Discretionary | 7.94% |
| 3 | Healthcare | 7.39% |
| 4 | Consumer Staples | 6.98% |
| 5 | Utilities | 6.37% |
