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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 0.87%
301,200
+50,000
27
$6.04M 0.84%
153,353
+1,979
28
$5.71M 0.79%
18,493
+1,105
29
$5.55M 0.77%
132,218
+20,834
30
$5.47M 0.76%
38,801
-213
31
$5.35M 0.74%
162,517
-36
32
$5.01M 0.7%
48,054
+33,812
33
$4.79M 0.66%
104,378
+47,846
34
$4.75M 0.66%
24,848
+1,959
35
$4.73M 0.66%
76,715
+4,618
36
$4.55M 0.63%
10,286
+266
37
$4.27M 0.59%
19,944
-213
38
$4.13M 0.57%
11,287
+12
39
$4.05M 0.56%
11,520
-327
40
$4M 0.56%
89,135
+37,436
41
$3.92M 0.54%
39,066
-335
42
$3.86M 0.54%
43,696
+6,224
43
$3.71M 0.51%
44,238
+11,920
44
$3.64M 0.51%
42,794
-2,101
45
$3.54M 0.49%
77,543
+26,307
46
$3.45M 0.48%
19,524
-447
47
$3.43M 0.48%
34,756
-3,402
48
$3.42M 0.47%
16,779
-491
49
$3.31M 0.46%
145,112
+28,530
50
$3.12M 0.43%
28,134
-533
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