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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.43%
20,384
+505
52
$2.96M 0.41%
57,801
-922
53
$2.94M 0.41%
16,837
+13
54
$2.92M 0.41%
21,809
+1,142
55
$2.9M 0.4%
250,530
+557
56
$2.81M 0.39%
26,945
+488
57
$2.8M 0.39%
121,622
+29,311
58
$2.78M 0.39%
+29,925
59
$2.78M 0.39%
55,348
-768
60
$2.77M 0.38%
59,308
-990
61
$2.65M 0.37%
49,966
+29,457
62
$2.55M 0.35%
29,584
+2,737
63
$2.49M 0.35%
14,680
+63
64
$2.47M 0.34%
22,520
+216
65
$2.47M 0.34%
134,201
+8
66
$2.33M 0.32%
13,651
+4,659
67
$2.28M 0.32%
+30,565
68
$2.17M 0.3%
10,265
-465
69
$2.16M 0.3%
81,040
-23,596
70
$2.13M 0.3%
10,249
+108
71
$2.1M 0.29%
6,653
-299
72
$2.06M 0.29%
23,232
+1,622
73
$1.99M 0.28%
19,712
+3,079
74
$1.95M 0.27%
311,493
+4,009
75
$1.94M 0.27%
16,076
+105
1 2
3
4 5