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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.5%
62,489
+11,473
52
$3.11M 0.47%
26,192
+52
53
$3.11M 0.47%
12,043
+91
54
$3.03M 0.46%
25,029
+163
55
$3M 0.46%
15,036
-8
56
$2.9M 0.44%
17,010
+44
57
$2.84M 0.43%
14,634
+46
58
$2.75M 0.42%
49,830
-18,597
59
$2.71M 0.41%
44,606
+177
60
$2.7M 0.41%
4,926
+256
61
$2.62M 0.4%
3,173
-4
62
$2.55M 0.39%
+54,751
63
$2.53M 0.38%
15,277
+165
64
$2.5M 0.38%
14,449
-77
65
$2.46M 0.37%
20,137
+1,383
66
$2.4M 0.36%
5,122
-85
67
$2.35M 0.36%
56,259
+40
68
$2.3M 0.35%
17,327
+78
69
$2.24M 0.34%
36,187
+18,663
70
$2.23M 0.34%
14,066
-39
71
$2.23M 0.34%
358,100
+18,000
72
$2.17M 0.33%
471
+1
73
$2.16M 0.33%
25,615
-2,708
74
$2.13M 0.32%
4,075
-358
75
$2.11M 0.32%
6,891
+1,431
1 2
3
4 5