MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$718M
1-Year Return
17.54%
This Quarter Return
+2.32%
1 Year Return
+17.54%
3 Year Return
+53.2%
5 Year Return
–
10 Year Return
–
AUM
$608M
AUM Growth
+$9.8M
(+1.6%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
372
New
17
Increased
144
Reduced
157
Closed
18
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.09M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.19M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.78M |
| 4 |
CME Group
CME
|
$1.55M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$1.21M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$1.66M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.63M |
| 3 |
Apple
AAPL
|
$1.09M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$930K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$905K |
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Financials | 6.29% |
| 3 | Healthcare | 4.84% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Industrials | 3.78% |
