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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.24%
26,842
+358
102
$1.56M 0.24%
1,644
+7
103
$1.55M 0.24%
17,076
-405
104
$1.5M 0.23%
44,852
+3,397
105
$1.49M 0.23%
6,851
-1,065
106
$1.48M 0.23%
5,729
+409
107
$1.45M 0.22%
14,389
-1,334
108
$1.45M 0.22%
23,427
+605
109
$1.45M 0.22%
2,904
-107
110
$1.42M 0.22%
46,742
-28,228
111
$1.36M 0.21%
4,462
112
$1.36M 0.21%
21,537
+4,832
113
$1.3M 0.2%
+35,718
114
$1.29M 0.2%
3,918
-28
115
$1.29M 0.2%
9,209
-135
116
$1.29M 0.2%
22,086
-4,342
117
$1.25M 0.19%
3,375
+379
118
$1.23M 0.19%
48,661
+2,963
119
$1.22M 0.19%
37,804
+1,957
120
$1.21M 0.18%
2,707
-963
121
$1.21M 0.18%
20,498
+2,612
122
$1.2M 0.18%
3,836
-7
123
$1.18M 0.18%
5,106
-9
124
$1.18M 0.18%
1,478
+6
125
$1.17M 0.18%
25,862
+419
3 4
5
6 7