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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.2%
15,490
+4,217
102
$1.5M 0.2%
+36,180
103
$1.49M 0.2%
23,190
+350
104
$1.47M 0.19%
29,422
+5,453
105
$1.45M 0.19%
42,416
-893
106
$1.44M 0.19%
35,680
+284
107
$1.43M 0.19%
53,482
-7,636
108
$1.35M 0.18%
5,984
+901
109
$1.33M 0.17%
3,660
+83
110
$1.32M 0.17%
3,427
-79
111
$1.31M 0.17%
18,220
+1,461
112
$1.28M 0.17%
5,738
-63
113
$1.27M 0.17%
477
-27
114
$1.24M 0.16%
729,555
+83
115
$1.23M 0.16%
13,291
-5,934
116
$1.23M 0.16%
22,201
117
$1.16M 0.15%
16,854
+1,021
118
$1.16M 0.15%
1,726
-9
119
$1.14M 0.15%
9,702
-108
120
$1.14M 0.15%
20,831
+2,637
121
$1.12M 0.15%
17,600
+2,274
122
$1.08M 0.14%
20,745
+9,740
123
$1.08M 0.14%
15,478
+284
124
$1.07M 0.14%
10,646
-1,047
125
$1.05M 0.14%
16,593
+8,051
3 4
5
6 7