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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.53M 0.46%
16,714
-65
52
$3.49M 0.46%
39,695
+629
53
$3.33M 0.44%
119,810
+11,700
54
$3.27M 0.43%
17,479
+3,828
55
$3.24M 0.43%
20,904
+1,380
56
$3.11M 0.41%
20,164
-220
57
$3.07M 0.4%
159,670
+25,469
58
$3.07M 0.4%
28,871
+737
59
$3.05M 0.4%
30,693
-4,063
60
$3M 0.39%
16,830
-7
61
$2.94M 0.39%
22,524
+715
62
$2.88M 0.38%
53,850
-1,498
63
$2.77M 0.36%
30,120
+536
64
$2.63M 0.35%
25,327
+2,095
65
$2.61M 0.34%
25,670
-1,275
66
$2.57M 0.34%
14,021
-659
67
$2.48M 0.33%
24,444
+1,924
68
$2.4M 0.32%
58,824
+1,023
69
$2.32M 0.31%
10,299
+50
70
$2.2M 0.29%
6,840
+53
71
$2.14M 0.28%
89,807
+16,140
72
$2.14M 0.28%
55,250
-3,700
73
$2.09M 0.28%
10,243
-22
74
$2.06M 0.27%
20,985
+1,273
75
$2.02M 0.27%
20,295
+1,976
1 2
3
4 5