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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.2%
24,968
-43
102
$1.44M 0.2%
380,721
103
$1.43M 0.2%
+12,973
104
$1.42M 0.2%
2,373
-151
105
$1.39M 0.19%
1,714
-26
106
$1.37M 0.19%
14,615
+1,383
107
$1.36M 0.19%
14,436
-242
108
$1.33M 0.18%
15,862
-2,469
109
$1.31M 0.18%
11,836
-79
110
$1.31M 0.18%
45,455
-4,071
111
$1.24M 0.17%
23,470
-5,670
112
$1.22M 0.17%
1,847
-12
113
$1.22M 0.17%
9,699
+33
114
$1.22M 0.17%
5,226
-127
115
$1.2M 0.17%
12,140
-2,782
116
$1.2M 0.17%
729,112
-23
117
$1.2M 0.17%
4,047
+134
118
$1.19M 0.16%
15,593
-9,454
119
$1.16M 0.16%
8,883
+11
120
$1.14M 0.16%
5,128
-124
121
$1.13M 0.16%
65,960
+2,642
122
$1.12M 0.15%
38,782
-746
123
$1.12M 0.15%
27,250
-3,867
124
$1.11M 0.15%
13,950
-248
125
$1.11M 0.15%
20,562
-17
3 4
5
6 7