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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.42%
60,454
+3,822
52
$3.08M 0.41%
17,062
+19
53
$3.07M 0.41%
22,521
-2,800
54
$2.71M 0.37%
26,799
-2,131
55
$2.67M 0.36%
7,370
-247
56
$2.66M 0.36%
22,459
+40
57
$2.6M 0.35%
10,361
+173
58
$2.48M 0.33%
48,159
+1,753
59
$2.35M 0.32%
10,590
-194
60
$2.19M 0.29%
+72,056
61
$2.16M 0.29%
26,347
+1,001
62
$2.15M 0.29%
9,674
+1,395
63
$2.12M 0.28%
19,790
+312
64
$2.08M 0.28%
5,799
+723
65
$2.06M 0.28%
303,884
+403
66
$2.06M 0.28%
14,720
+700
67
$2.05M 0.28%
6,850
-475
68
$2.03M 0.27%
15,821
69
$2.02M 0.27%
20,009
-1,243
70
$1.95M 0.26%
33,839
+770
71
$1.94M 0.26%
147,058
72
$1.92M 0.26%
34,397
-319
73
$1.87M 0.25%
5,384
-20
74
$1.84M 0.25%
29,740
+192
75
$1.82M 0.24%
3,078
-178
1 2
3
4 5