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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.15M 0.15%
488
+16
102
$1.13M 0.15%
21,104
+2,423
103
$1.13M 0.15%
64,537
-328
104
$1.12M 0.15%
3,912
+107
105
$1.12M 0.15%
950,643
+390,581
106
$1.1M 0.15%
4,570
-88
107
$1.1M 0.15%
75,898
+44
108
$1.09M 0.15%
8,151
+914
109
$1.06M 0.14%
18,253
+1,756
110
$1.02M 0.14%
60,336
+1,532
111
$1.01M 0.14%
2,827
-306
112
$1M 0.13%
29,021
+7,132
113
$994K 0.13%
6,304
-34
114
$988K 0.13%
4,887
+72
115
$971K 0.13%
20,736
+67
116
$969K 0.13%
5,062
+36
117
$968K 0.13%
3,365
+175
118
$964K 0.13%
8,337
-2,304
119
$958K 0.13%
38,439
+21,425
120
$930K 0.13%
11,573
+2,567
121
$918K 0.12%
10,457
-61
122
$913K 0.12%
1,586
+176
123
$911K 0.12%
4,291
+497
124
$907K 0.12%
4,071
-86
125
$889K 0.12%
4,843
-172
3 4
5
6 7