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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$234K 0.04%
5,182
-16,029
352
$233K 0.04%
4,958
+166
353
$231K 0.04%
2,518
-2,857
354
$231K 0.04%
+4,932
355
$230K 0.03%
3,412
356
$229K 0.03%
7,521
+42
357
$227K 0.03%
3,475
+55
358
$226K 0.03%
3,572
+114
359
$224K 0.03%
533
+19
360
$223K 0.03%
2,036
-24
361
$222K 0.03%
423
-8
362
$221K 0.03%
5,941
363
$219K 0.03%
9,338
+884
364
$218K 0.03%
6,929
-132
365
$218K 0.03%
1,664
366
$216K 0.03%
+4,701
367
$215K 0.03%
730
-106
368
$215K 0.03%
6,883
-225
369
$213K 0.03%
+806
370
$212K 0.03%
+1,947
371
$209K 0.03%
+2,853
372
$207K 0.03%
7,695
-136
373
$206K 0.03%
3,755
+7
374
$206K 0.03%
2,293
375
$204K 0.03%
+2,781
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