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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.48%
20,332
-874
52
$3.45M 0.48%
54,107
+3,601
53
$3.23M 0.45%
16,097
-470
54
$3.16M 0.44%
28,330
+4,350
55
$3.14M 0.43%
30,474
-16
56
$3.07M 0.42%
31,651
-5,382
57
$3.06M 0.42%
19,536
+102
58
$2.96M 0.41%
27,139
-565
59
$2.95M 0.41%
12,673
-97
60
$2.93M 0.41%
8,291
-138
61
$2.87M 0.4%
16,845
-116
62
$2.84M 0.39%
10,893
+180
63
$2.74M 0.38%
48,822
-1,862
64
$2.69M 0.37%
26,380
+1,183
65
$2.64M 0.36%
21,491
+7,844
66
$2.63M 0.36%
13,742
-223
67
$2.47M 0.34%
26,264
-133
68
$2.42M 0.33%
24,512
+11,072
69
$2.4M 0.33%
142,997
-6,683
70
$2.29M 0.32%
15,338
-66
71
$2.23M 0.31%
10,317
-65
72
$2.18M 0.3%
8,759
+114
73
$2.09M 0.29%
3,965
+150
74
$2.08M 0.29%
48,929
+7,200
75
$2.07M 0.29%
19,707
+234
1 2
3
4 5