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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 0.9%
123,797
-13,304
27
$5.51M 0.82%
76,469
-1,388
28
$5.17M 0.77%
24,999
+859
29
$5M 0.74%
10,498
-63
30
$4.71M 0.7%
+86,875
31
$4.51M 0.67%
197,317
-945
32
$4.39M 0.65%
12,043
+402
33
$4.09M 0.61%
26,460
+3,120
34
$4.09M 0.61%
26,861
-160
35
$4.07M 0.6%
18,743
-162
36
$4.02M 0.6%
18,160
-598
37
$3.88M 0.57%
17,549
-640
38
$3.64M 0.54%
56,487
-1,211
39
$3.58M 0.53%
28,086
+291
40
$3.41M 0.51%
33,080
+1,260
41
$3.27M 0.49%
32,126
-1,002
42
$3.13M 0.46%
33,685
+297
43
$3.02M 0.45%
9,468
-952
44
$3.02M 0.45%
18,741
+141
45
$2.88M 0.43%
17,977
+3
46
$2.86M 0.42%
50,150
47
$2.85M 0.42%
29,241
+1,219
48
$2.79M 0.41%
16,959
+569
49
$2.57M 0.38%
21,462
+2,687
50
$2.5M 0.37%
16,999
+141
1
2
3 4 5