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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 0.88%
95,619
-62,038
27
$6.47M 0.85%
301,200
28
$6.25M 0.82%
128,054
+68,746
29
$5.97M 0.78%
153,503
+150
30
$5.9M 0.78%
19,117
+624
31
$5.84M 0.77%
129,336
-2,882
32
$5.84M 0.77%
249,028
+103,916
33
$5.58M 0.73%
162,505
-12
34
$5.13M 0.67%
111,158
+22,023
35
$5.11M 0.67%
39,008
+207
36
$4.92M 0.65%
24,122
-726
37
$4.85M 0.64%
72,598
-4,117
38
$4.68M 0.62%
44,734
-3,320
39
$4.67M 0.61%
10,196
-90
40
$4.64M 0.61%
95,626
-8,752
41
$4.58M 0.6%
44,155
+459
42
$4.38M 0.58%
11,659
+139
43
$4.3M 0.57%
45,427
+15,502
44
$4.28M 0.56%
46,118
+15,553
45
$4.26M 0.56%
182,350
+114,738
46
$3.9M 0.51%
20,399
+455
47
$3.76M 0.49%
42,813
+19
48
$3.71M 0.49%
79,212
+1,669
49
$3.63M 0.48%
10,577
-710
50
$3.55M 0.47%
193,893
-56,637
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