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MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$4.6M
3
+$2.6M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.43M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.36M

Top Sells

1
+$3.25M
2
+$2.54M
3
+$2.02M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Technology 13.21%
2 Financials 6.82%
3 Consumer Discretionary 4.77%
4 Healthcare 3.68%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.33%
21,438
-145
77
$2.57M 0.32%
11,900
+100
78
$2.56M 0.32%
5,360
+1,365
79
$2.53M 0.32%
12,902
-13,880
80
$2.46M 0.31%
6,722
-260
81
$2.24M 0.28%
5,530
+235
82
$2.19M 0.28%
29,803
+129
83
$2.16M 0.27%
14,855
+6
84
$2.13M 0.27%
7,895
+15
85
$2.13M 0.27%
32,782
-2,512
86
$2.09M 0.26%
12,484
-2,463
87
$2.07M 0.26%
12,733
-787
88
$2.05M 0.26%
14,423
-628
89
$2.03M 0.26%
+28,949
90
$2.02M 0.25%
7,200
+27
91
$2M 0.25%
56,447
-5,895
92
$1.99M 0.25%
34,917
-874
93
$1.98M 0.25%
+26,389
94
$1.96M 0.25%
24,504
+818
95
$1.96M 0.25%
24,474
+3,672
96
$1.95M 0.25%
77,412
+6,065
97
$1.95M 0.25%
6,911
-346
98
$1.95M 0.24%
28,438
+155
99
$1.91M 0.24%
22,730
+314
100
$1.9M 0.24%
16,103
-1,491
2 3
4
5 6