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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.83%
74,749
-3,702
27
$5.39M 0.82%
108,557
+7,879
28
$5.34M 0.81%
19,412
+335
29
$5.27M 0.8%
103,564
+89
30
$5.2M 0.79%
162,498
+37
31
$5.08M 0.77%
9,517
-133
32
$4.87M 0.74%
31,146
+2,813
33
$4.68M 0.71%
44,282
-1,642
34
$4.64M 0.71%
9,033
+634
35
$4.57M 0.69%
18,627
-571
36
$4.49M 0.68%
74,870
-570
37
$4.46M 0.68%
38,238
+12
38
$4.4M 0.67%
43,979
-25,407
39
$4.39M 0.67%
15,232
-37
40
$4.24M 0.64%
12,098
+127
41
$4.11M 0.62%
7,125
+205
42
$3.88M 0.59%
74,658
+3,937
43
$3.85M 0.58%
85,316
-333
44
$3.74M 0.57%
22,347
-3,246
45
$3.69M 0.56%
26,264
+1,456
46
$3.65M 0.55%
17,227
+468
47
$3.6M 0.55%
21,517
-68
48
$3.52M 0.53%
37,522
-6,347
49
$3.47M 0.53%
29,888
+533
50
$3.3M 0.5%
15,735
+83
1
2
3 4 5