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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.15%
472
+3
102
$1.13M 0.15%
3,133
+11
103
$1.07M 0.14%
12,445
+599
104
$1.05M 0.14%
3,805
+21
105
$1.05M 0.14%
4,658
-716
106
$1.04M 0.14%
20,669
-406
107
$1.04M 0.14%
18,681
+4,856
108
$1.03M 0.14%
6,338
-238
109
$1.02M 0.14%
3,190
+59
110
$1.01M 0.13%
5,026
111
$997K 0.13%
17,007
-316
112
$968K 0.13%
3,967
+1
113
$966K 0.13%
3,162
+40
114
$964K 0.13%
3,794
+46
115
$963K 0.13%
1,052
+34
116
$959K 0.13%
21,889
+3,122
117
$945K 0.13%
5,015
+17
118
$933K 0.12%
41,955
+8
119
$920K 0.12%
10,518
+240
120
$901K 0.12%
15,454
+530
121
$898K 0.12%
10,316
+187
122
$891K 0.12%
15,964
+8,746
123
$889K 0.12%
7,237
124
$881K 0.12%
5,287
+102
125
$871K 0.12%
5,220
+36
3 4
5
6 7