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MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$4.6M
3
+$2.6M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.43M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.36M

Top Sells

1
+$3.25M
2
+$2.54M
3
+$2.02M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Technology 13.21%
2 Financials 6.82%
3 Consumer Discretionary 4.77%
4 Healthcare 3.68%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 0.89%
81,522
+1,499
27
$6.46M 0.81%
233,155
28
$6.28M 0.79%
52,869
-1,295
29
$6.26M 0.79%
134,337
+24,653
30
$6.2M 0.78%
10,120
+825
31
$6.11M 0.77%
18,619
-723
32
$6.06M 0.76%
81,432
+5,279
33
$5.92M 0.74%
37,257
-1,059
34
$5.77M 0.72%
96,240
-2,978
35
$5.74M 0.72%
18,194
+278
36
$5.59M 0.7%
16,802
-377
37
$5.5M 0.69%
83,319
+4,300
38
$5.33M 0.67%
7,262
+115
39
$5.26M 0.66%
14,810
-187
40
$5.2M 0.65%
8,720
-306
41
$4.77M 0.6%
126,067
+4,609
42
$4.53M 0.57%
47,656
+4,450
43
$4.48M 0.56%
42,055
-9,255
44
$4.47M 0.56%
24,489
-713
45
$4.46M 0.56%
20,671
+6,086
46
$4.43M 0.56%
77,405
+9,653
47
$4.42M 0.56%
19,098
+3,414
48
$4.37M 0.55%
127,851
+70,589
49
$4.27M 0.54%
39,943
-1,053
50
$4.25M 0.53%
30,870
+510
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