MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$796M
1-Year Est. Return
19.61%
1 Year Est. Return
+19.61%
AUM
$796M
AUM Growth
+$77.8M
(+11%)
Holding
414
Top Buys
| 1 | +$4.84M | |
| 2 | +$2.65M | |
| 3 | +$2.54M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.45M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$2.41M |
Top Sells
| 1 | +$3.32M | |
| 2 | +$2.72M | |
| 3 | +$2.08M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.57M |
Sector Composition
| 1 | Technology | 13.21% |
| 2 | Financials | 6.82% |
| 3 | Consumer Discretionary | 4.77% |
| 4 | Healthcare | 3.68% |
| 5 | Industrials | 3.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Banco Santander
SAN
$162B
| $118K | 0.01% |
+11,307
|
|
||
402
Elicio Therapeutics
ELTX
$130M
| $109K | 0.01% |
10,000
|
|
||
403
SelectQuote
SLQT
$246M
| $86.7K | 0.01% |
44,211
|
|
||
|
CYBN
404
Cybin
CYBN
$275M
| $60.4K | 0.01% |
+10,290
|
|
||
405
Wipro
WIT
$28.6B
| $44.2K | 0.01% |
16,790
-4,706
|
|
||
406
Alaska Air
ALK
$4.95B
| – | – |
-5,258
|
|
||
407
Berkshire Hathaway Class A
BRK.A
$1.09T
| – | – |
-1
|
|
||
|
BRKL
408
DELISTED
Brookline Bancorp
BRKL
| – | – |
-16,000
|
|
||
409
iShares Expanded Tech Sector ETF
IGM
$9.02B
| – | – |
-2,312
|
|
||
410
Nucor
NUE
$36.9B
| – | – |
-2,103
|
|
||
411
Paychex
PAYX
$39.9B
| – | – |
-1,673
|
|
||
412
PayPal
PYPL
$58.9B
| – | – |
-3,535
|
|
||
413
Synchrony
SYF
$28.4B
| – | – |
-3,049
|
|
||
414
Weyerhaeuser
WY
$15.8B
| – | – |
-9,095
|
|