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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.21%
19,110
+30
77
$1.36M 0.2%
13,200
+220
78
$1.36M 0.2%
7,462
+822
79
$1.35M 0.2%
5,415
+739
80
$1.32M 0.2%
99,120
+1,080
81
$1.32M 0.2%
11,585
-405
82
$1.28M 0.19%
9,075
-1,794
83
$1.21M 0.18%
3,396
+48
84
$1.18M 0.17%
9,375
+1,285
85
$1.15M 0.17%
27,553
+5,530
86
$1.14M 0.17%
4,469
+831
87
$1.14M 0.17%
8,636
-49
88
$1.12M 0.17%
3,397
-2
89
$1.11M 0.17%
2,993
+105
90
$1.11M 0.16%
10,285
+510
91
$1.09M 0.16%
11,853
-225
92
$1.06M 0.16%
19,659
+1,043
93
$1.06M 0.16%
8,455
+1,076
94
$1.04M 0.15%
5,506
+196
95
$1.03M 0.15%
13,770
-375
96
$1.02M 0.15%
5,347
-50
97
$1.01M 0.15%
16,719
+240
98
$1.01M 0.15%
17,512
-300
99
$997K 0.15%
4,479
-705
100
$986K 0.15%
21,270
-270
2 3
4
5 6