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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.42%
22,419
+328
52
$3.11M 0.41%
28,930
+39
53
$3.04M 0.4%
7,325
+498
54
$3.03M 0.4%
7,617
-65
55
$2.98M 0.4%
10,188
+95
56
$2.91M 0.39%
17,043
-752
57
$2.79M 0.37%
8,279
+337
58
$2.55M 0.34%
46,406
+638
59
$2.34M 0.31%
10,784
+431
60
$2.32M 0.31%
+147,058
61
$2.27M 0.3%
21,252
-23
62
$2.26M 0.3%
68,195
+700
63
$2.2M 0.29%
34,716
+765
64
$2.18M 0.29%
303,481
+262,980
65
$2.17M 0.29%
3,256
+8
66
$2.03M 0.27%
14,020
-40
67
$2.03M 0.27%
33,069
+16,281
68
$2.01M 0.27%
10,641
-131
69
$1.97M 0.26%
19,478
+2,337
70
$1.96M 0.26%
5,404
-91
71
$1.94M 0.26%
25,346
-560
72
$1.94M 0.26%
15,821
73
$1.93M 0.26%
39,017
+128
74
$1.85M 0.25%
+51,224
75
$1.79M 0.24%
+57,856
1 2
3
4 5