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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.37%
45,336
52
$2.45M 0.36%
29,708
+5,124
53
$2.42M 0.36%
9,953
+1,001
54
$2.3M 0.34%
9,636
+842
55
$2.19M 0.32%
7,160
-4
56
$2.17M 0.32%
29,557
-993
57
$2.14M 0.32%
7,251
+553
58
$2M 0.3%
21,888
+153
59
$2M 0.3%
25,685
+20,054
60
$1.98M 0.29%
38,020
-2,079
61
$1.97M 0.29%
9,306
-21
62
$1.88M 0.28%
7,370
+1,642
63
$1.83M 0.27%
50,456
+2,016
64
$1.71M 0.25%
32,425
+204
65
$1.71M 0.25%
57,911
+2,000
66
$1.7M 0.25%
75,273
67
$1.7M 0.25%
43,859
+8,125
68
$1.7M 0.25%
32,803
+843
69
$1.68M 0.25%
14,756
-75
70
$1.67M 0.25%
9,021
+964
71
$1.6M 0.24%
48,374
+13,597
72
$1.58M 0.23%
24,950
-1,798
73
$1.56M 0.23%
16,451
+250
74
$1.55M 0.23%
3,394
+299
75
$1.48M 0.22%
22,571
+1
1 2
3
4 5