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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.32%
7,856
-8
77
$2.02M 0.31%
15,054
+681
78
$2.02M 0.31%
15,247
-114
79
$1.98M 0.3%
35,789
-69
80
$1.97M 0.3%
13,122
-149
81
$1.96M 0.3%
34,067
+2,329
82
$1.94M 0.3%
23,777
-17
83
$1.89M 0.29%
5,152
-17
84
$1.88M 0.29%
21,000
-4,572
85
$1.87M 0.28%
32,670
+1,195
86
$1.86M 0.28%
29,933
+216
87
$1.85M 0.28%
22,644
+427
88
$1.85M 0.28%
15,161
-2,270
89
$1.83M 0.28%
23,135
-102
90
$1.81M 0.27%
1,910
-7
91
$1.79M 0.27%
19,349
-3,537
92
$1.78M 0.27%
28,921
-146
93
$1.77M 0.27%
14,539
+23
94
$1.75M 0.27%
7,043
-180
95
$1.72M 0.26%
55,816
+2,814
96
$1.72M 0.26%
68,483
+60
97
$1.68M 0.26%
23,492
-499
98
$1.64M 0.25%
4,414
+1,359
99
$1.61M 0.25%
+35,087
100
$1.58M 0.24%
5,051
+62
2 3
4
5 6