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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 0.86%
44,566
+308
27
$6.2M 0.86%
37,939
-962
28
$5.9M 0.81%
83,808
-3,116
29
$5.66M 0.78%
242,646
+53,936
30
$5.51M 0.76%
24,687
+3,423
31
$5.51M 0.76%
146,045
-9,178
32
$5.49M 0.76%
119,123
+47,803
33
$5.31M 0.73%
194,911
+149
34
$5.29M 0.73%
50,144
+3,251
35
$5.15M 0.71%
107,544
-3,851
36
$5.15M 0.71%
10,143
-6
37
$5.15M 0.71%
103,910
-100
38
$5.02M 0.69%
197,754
+17,622
39
$4.94M 0.68%
20,811
-578
40
$4.81M 0.66%
102,387
+67,124
41
$4.79M 0.66%
312,600
+10,992
42
$4.6M 0.64%
90,173
+63,432
43
$4.4M 0.61%
87,076
-2,430
44
$4.17M 0.58%
80,068
+12,497
45
$4.15M 0.57%
55,308
+2,782
46
$4.15M 0.57%
19,797
-460
47
$3.8M 0.52%
40,719
-1,839
48
$3.72M 0.51%
40,654
-79
49
$3.7M 0.51%
26,281
+2,364
50
$3.63M 0.5%
8,304
+41
1
2
3 4 5