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
$608M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.19M
3
+$1.78M
4
CME icon
CME Group
CME
+$1.55M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.21M

Top Sells

1
+$1.66M
2
+$1.63M
3
+$1.09M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$930K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$905K

Sector Composition

1 Technology 12.89%
2 Financials 6.29%
3 Healthcare 4.84%
4 Consumer Discretionary 4.17%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50.1K 0.01%
10,057
352
$2.63K ﹤0.01%
450
353
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354
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-9,111
355
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-18,272
356
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-2,426
357
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358
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359
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360
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361
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362
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363
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364
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-5,497
365
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366
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367
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-4,645
368
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-4,066
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