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MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$4.6M
3
+$2.6M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.43M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.36M

Top Sells

1
+$3.25M
2
+$2.54M
3
+$2.02M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Technology 13.21%
2 Financials 6.82%
3 Consumer Discretionary 4.77%
4 Healthcare 3.68%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24M 0.53%
375,246
-2,575
52
$4.13M 0.52%
77,576
+5,640
53
$3.94M 0.49%
83,866
-903
54
$3.88M 0.49%
11,375
-1,296
55
$3.76M 0.47%
24,205
+1,843
56
$3.65M 0.46%
6,088
+71
57
$3.58M 0.45%
14,804
-1
58
$3.57M 0.45%
18,002
-143
59
$3.57M 0.45%
53,073
+36,424
60
$3.49M 0.44%
47,536
+268
61
$3.48M 0.44%
45,518
+15,786
62
$3.14M 0.39%
16,830
+2,455
63
$3.13M 0.39%
43,848
-866
64
$3.11M 0.39%
21,321
+86
65
$3.09M 0.39%
126,085
+165
66
$3.04M 0.38%
59,376
+5,649
67
$2.97M 0.37%
16,018
+1,059
68
$2.92M 0.37%
5,128
+119
69
$2.88M 0.36%
55,908
+1,955
70
$2.87M 0.36%
3,766
+438
71
$2.84M 0.36%
82,064
+25,580
72
$2.83M 0.36%
6,370
+54
73
$2.73M 0.34%
24,180
-1,247
74
$2.62M 0.33%
17,076
-289
75
$2.62M 0.33%
19,526
+2,394
1 2
3
4 5