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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.27%
30,450
+718
77
$1.91M 0.27%
3,606
+124
78
$1.82M 0.25%
78,467
+6,540
79
$1.81M 0.25%
6,787
+279
80
$1.78M 0.25%
18,672
-1
81
$1.78M 0.25%
18,319
+8,665
82
$1.75M 0.24%
19,225
-53,497
83
$1.74M 0.24%
12,408
+1,336
84
$1.71M 0.24%
20,114
+80
85
$1.69M 0.24%
+37,220
86
$1.67M 0.23%
387,245
+157
87
$1.67M 0.23%
15,452
+7,325
88
$1.63M 0.23%
21,014
+13,115
89
$1.62M 0.22%
2,940
+171
90
$1.62M 0.22%
+11,079
91
$1.59M 0.22%
33,429
-1,668
92
$1.58M 0.22%
61,118
-32,120
93
$1.58M 0.22%
108,110
+5,930
94
$1.55M 0.22%
+37,939
95
$1.54M 0.21%
67,612
-104,578
96
$1.52M 0.21%
3,128
-182
97
$1.41M 0.2%
10,363
+146
98
$1.39M 0.19%
5,801
-92
99
$1.38M 0.19%
35,396
-608
100
$1.32M 0.18%
43,309
-1,244
2 3
4
5 6