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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$715K 0.11%
5,542
+83
127
$714K 0.11%
3,333
-32
128
$713K 0.11%
+15,606
129
$713K 0.11%
11,364
130
$711K 0.11%
5,350
+74
131
$701K 0.1%
5,538
+700
132
$698K 0.1%
4,944
+31
133
$695K 0.1%
5,346
134
$694K 0.1%
5,983
+948
135
$671K 0.1%
54,740
-3,145
136
$669K 0.1%
8,817
-200
137
$666K 0.1%
3,144
-1,048
138
$649K 0.1%
1,756
-122
139
$640K 0.09%
26,328
140
$639K 0.09%
4,719
+24
141
$634K 0.09%
2,875
142
$622K 0.09%
7,894
+625
143
$618K 0.09%
+559,857
144
$595K 0.09%
9,002
+1,967
145
$590K 0.09%
19,379
+5,804
146
$586K 0.09%
18,010
-146
147
$583K 0.09%
5,270
-300
148
$575K 0.09%
13,037
+8,356
149
$568K 0.08%
7,810
-118
150
$548K 0.08%
1,930
+10
4 5
6
7 8