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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 0.94%
103,073
-124
27
$6.81M 0.9%
406,418
+1,850
28
$6.64M 0.88%
27,487
-314
29
$6.1M 0.81%
119,432
+11,183
30
$5.67M 0.75%
12,976
+757
31
$5.38M 0.71%
10,396
-40
32
$5.29M 0.7%
70,947
+657
33
$4.88M 0.65%
33,720
+340
34
$4.85M 0.64%
4,398,840
+21,620
35
$4.6M 0.61%
18,073
+394
36
$4.53M 0.6%
15,135
+951
37
$4.47M 0.59%
33,479
+5,014
38
$4.39M 0.58%
44,735
+456
39
$4.03M 0.53%
39,654
+1,342
40
$4.02M 0.53%
19,263
+253
41
$4.01M 0.53%
25,321
+42
42
$3.89M 0.52%
17,486
+298
43
$3.7M 0.49%
24,939
+6,119
44
$3.5M 0.46%
58,393
+2,672
45
$3.4M 0.45%
50,245
+2
46
$3.35M 0.44%
19,477
+1,909
47
$3.34M 0.44%
56,632
-185
48
$3.28M 0.44%
19,150
+153
49
$3.28M 0.44%
111,370
-530
50
$3.25M 0.43%
174,849
-16,825
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