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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.27%
21,113
+2,441
77
$2.01M 0.26%
72,110
-8,930
78
$1.97M 0.26%
6,685
+32
79
$1.9M 0.25%
34,870
-15,096
80
$1.89M 0.25%
30,495
+45
81
$1.86M 0.24%
74,986
-3,481
82
$1.85M 0.24%
20,462
+348
83
$1.83M 0.24%
15,611
-465
84
$1.82M 0.24%
37,220
85
$1.81M 0.24%
314,670
+3,177
86
$1.81M 0.24%
3,144
+204
87
$1.8M 0.24%
15,718
+266
88
$1.8M 0.24%
8,491
-12
89
$1.8M 0.24%
34,371
+942
90
$1.74M 0.23%
3,691
+85
91
$1.68M 0.22%
20,995
-19
92
$1.66M 0.22%
12,030
-378
93
$1.66M 0.22%
7,997
+1,174
94
$1.64M 0.22%
3,463
+335
95
$1.61M 0.21%
20,947
+5,554
96
$1.6M 0.21%
11,000
+637
97
$1.59M 0.21%
381,721
-5,524
98
$1.54M 0.2%
145,729
-1,329
99
$1.54M 0.2%
36,029
+6,067
100
$1.52M 0.2%
40,792
+11,107
2 3
4
5 6