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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.18M 0.83%
27,130
-357
27
$5.97M 0.8%
182,810
-35,942
28
$5.86M 0.79%
16,617
+1,482
29
$5.46M 0.74%
113,732
-5,700
30
$5.2M 0.7%
37,380
+3,660
31
$5.16M 0.69%
12,423
-553
32
$5.1M 0.69%
10,401
+5
33
$5.09M 0.69%
39,158
+5,679
34
$5.07M 0.68%
72,965
+2,018
35
$5.03M 0.68%
4,400,580
+1,740
36
$4.94M 0.66%
392,088
-14,330
37
$4.92M 0.66%
39,516
+14,577
38
$4.54M 0.61%
50,277
+32
39
$4.28M 0.58%
17,991
-82
40
$4.05M 0.54%
40,405
+751
41
$3.95M 0.53%
45,201
+466
42
$3.85M 0.52%
23,722
+4,245
43
$3.82M 0.51%
19,655
+392
44
$3.66M 0.49%
68,917
+52,953
45
$3.56M 0.48%
17,341
-145
46
$3.51M 0.47%
19,784
+634
47
$3.49M 0.47%
62,905
+4,512
48
$3.4M 0.46%
54,806
+22,201
49
$3.16M 0.43%
115,780
+4,410
50
$3.13M 0.42%
175,682
+833
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