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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.24%
5,076
+273
77
$1.75M 0.23%
29,548
+553
78
$1.74M 0.23%
18,734
-18,247
79
$1.69M 0.22%
13,046
+134
80
$1.63M 0.22%
30,925
+3,148
81
$1.62M 0.22%
19,015
82
$1.61M 0.21%
3,199
-26
83
$1.5M 0.2%
9,719
+328
84
$1.48M 0.2%
23,609
+844
85
$1.46M 0.19%
21,860
+170
86
$1.44M 0.19%
13,439
+2,356
87
$1.44M 0.19%
5,849
+291
88
$1.39M 0.18%
12,002
+45
89
$1.34M 0.18%
13,016
+260
90
$1.3M 0.17%
9,370
-325
91
$1.28M 0.17%
8,727
-66
92
$1.25M 0.17%
4,815
+103
93
$1.22M 0.16%
32,605
+26,065
94
$1.22M 0.16%
58,804
+2,083
95
$1.21M 0.16%
64,865
+55,990
96
$1.18M 0.16%
3,310
-169
97
$1.16M 0.15%
16,497
+2,958
98
$1.16M 0.15%
10,136
-42
99
$1.14M 0.15%
75,854
+41,446
100
$1.13M 0.15%
29,707
+408
2 3
4
5 6