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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.28%
20,022
-2,873
77
$1.97M 0.27%
4,820
-375
78
$1.94M 0.27%
5,601
-655
79
$1.91M 0.26%
37,392
+261
80
$1.85M 0.26%
16,853
+45
81
$1.85M 0.26%
31,374
+640
82
$1.85M 0.26%
15,757
-38
83
$1.83M 0.25%
3,139
+62
84
$1.82M 0.25%
85,308
-3,459
85
$1.79M 0.25%
23,801
+63
86
$1.78M 0.25%
35,172
-9,211
87
$1.71M 0.24%
18,787
-2,208
88
$1.7M 0.24%
33,743
-1,660
89
$1.69M 0.23%
3,967
+30
90
$1.65M 0.23%
466
-11
91
$1.63M 0.22%
19,996
-18
92
$1.61M 0.22%
145,729
93
$1.6M 0.22%
28,755
-1,277
94
$1.57M 0.22%
5,975
+115
95
$1.57M 0.22%
59,058
-18,157
96
$1.55M 0.21%
19,127
-810
97
$1.55M 0.21%
298,710
-589
98
$1.52M 0.21%
3,355
-22
99
$1.5M 0.21%
2,822
-341
100
$1.47M 0.2%
29,155
-181
2 3
4
5 6