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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.18%
22,840
+1,240
102
$1.27M 0.18%
58,950
-75
103
$1.24M 0.17%
3,577
+627
104
$1.23M 0.17%
1,735
+321
105
$1.18M 0.16%
3,506
+644
106
$1.17M 0.16%
729,472
-186
107
$1.17M 0.16%
9,810
+27
108
$1.16M 0.16%
29,962
+1,043
109
$1.16M 0.16%
12,423
+165
110
$1.15M 0.16%
22,201
+10,611
111
$1.14M 0.16%
15,393
+5,952
112
$1.14M 0.16%
11,273
-761
113
$1.13M 0.16%
12,917
+1,067
114
$1.13M 0.16%
15,833
+1,542
115
$1.12M 0.16%
16,924
+3,361
116
$1.09M 0.15%
147,058
117
$1.09M 0.15%
23,969
-1,440
118
$1.08M 0.15%
21,586
+1,939
119
$1.08M 0.15%
29,685
+20,024
120
$1.07M 0.15%
5,083
-352
121
$1.05M 0.15%
5,285
+27
122
$1.05M 0.15%
3,169
123
$1.02M 0.14%
8,503
-95
124
$1.02M 0.14%
11,693
+1,000
125
$1.02M 0.14%
504
+6
3 4
5
6 7