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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$863K 0.11%
16,015
-65
127
$859K 0.11%
4,157
+140
128
$854K 0.11%
12,886
+282
129
$850K 0.11%
3,622
+16
130
$847K 0.11%
20,398
-199
131
$835K 0.11%
3,696
+311
132
$833K 0.11%
23,185
+253
133
$826K 0.11%
7,988
-52
134
$806K 0.11%
10,620
+106
135
$801K 0.11%
1,410
+10
136
$788K 0.1%
4,453
+75
137
$787K 0.1%
3,516
+731
138
$787K 0.1%
5,793
+1
139
$776K 0.1%
2,416
+358
140
$771K 0.1%
7,199
141
$768K 0.1%
+10,671
142
$761K 0.1%
9,011
+652
143
$756K 0.1%
14,600
+4,250
144
$754K 0.1%
27,978
145
$752K 0.1%
1,326
+18
146
$751K 0.1%
38,628
147
$751K 0.1%
5,450
+50
148
$747K 0.1%
12,673
+2,385
149
$730K 0.1%
8,374
+341
150
$718K 0.1%
7,554
+10
4 5
6
7 8