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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.24%
65,725
-2,470
77
$1.77M 0.24%
18,651
-364
78
$1.76M 0.24%
11,917
+3,190
79
$1.75M 0.23%
37,837
-1,180
80
$1.68M 0.23%
3,292
+93
81
$1.63M 0.22%
30,599
-326
82
$1.59M 0.21%
18,463
-271
83
$1.57M 0.21%
45,989
-5,235
84
$1.56M 0.21%
51,861
-5,995
85
$1.53M 0.21%
14,671
+1,232
86
$1.52M 0.2%
9,512
+142
87
$1.49M 0.2%
3,376
+66
88
$1.46M 0.2%
11,518
-1,528
89
$1.39M 0.19%
6,104
+255
90
$1.37M 0.18%
13,824
+1,379
91
$1.35M 0.18%
21,420
-440
92
$1.33M 0.18%
5,309
+2,923
93
$1.32M 0.18%
12,335
+2,199
94
$1.31M 0.18%
21,513
-2,096
95
$1.3M 0.17%
9,455
-264
96
$1.28M 0.17%
11,848
-154
97
$1.24M 0.17%
12,247
-769
98
$1.22M 0.16%
37,758
+8,051
99
$1.21M 0.16%
24,008
+16,197
100
$1.2M 0.16%
15,660
+4,506
2 3
4
5 6