MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$796M
1-Year Est. Return
19.61%
1 Year Est. Return
+19.61%
AUM
$718M
AUM Growth
+$60.4M
(+9.2%)
Holding
413
Top Buys
| 1 | +$4.15M | |
| 2 | +$3.99M | |
| 3 | +$3.68M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.54M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$3.48M |
Top Sells
| 1 | +$6.66M | |
| 2 | +$6.6M | |
| 3 | +$3.71M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2.52M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.35M |
Sector Composition
| 1 | Technology | 13.21% |
| 2 | Financials | 7.27% |
| 3 | Consumer Discretionary | 4.1% |
| 4 | Industrials | 3.84% |
| 5 | Healthcare | 3.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| – | – |
-1,947
|
|
||
402
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| – | – |
-1,519
|
|
||
403
Schwab U.S Small- Cap ETF
SCHA
$19.3B
| – | – |
-9,338
|
|
||
404
Schwab US TIPS ETF
SCHP
$14.7B
| – | – |
-7,695
|
|
||
405
Shell
SHEL
$214B
| – | – |
-2,853
|
|
||
406
SLB Ltd
SLB
$55.6B
| – | – |
-6,996
|
|
||
407
Target
TGT
$41.6B
| – | – |
-1,929
|
|
||
408
T. Rowe Price
TROW
$22.8B
| – | – |
-2,518
|
|
||
409
Vanguard FTSE Europe ETF
VGK
$28.3B
| – | – |
-3,605
|
|
||
410
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.36B
| – | – |
-2,105
|
|
||
411
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
| – | – |
-4,784
|
|
||
412
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
| – | – |
-3,201
|
|