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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$867K 0.12%
10,504
-167
127
$860K 0.12%
41,947
-8
128
$854K 0.11%
3,076
-86
129
$851K 0.11%
8,841
+5,624
130
$848K 0.11%
1,110
+58
131
$830K 0.11%
13,227
+341
132
$825K 0.11%
+3,955
133
$823K 0.11%
8,762
+1,208
134
$821K 0.11%
5,177
-43
135
$818K 0.11%
15,815
-200
136
$817K 0.11%
3,846
+150
137
$803K 0.11%
3,060
+1,523
138
$803K 0.11%
15,457
+2,784
139
$794K 0.11%
30,189
+2,211
140
$788K 0.11%
8,796
+422
141
$785K 0.11%
5,797
+4
142
$783K 0.11%
5,821
+534
143
$781K 0.11%
20,113
-285
144
$779K 0.1%
10,870
-4,584
145
$779K 0.1%
4,129
+162
146
$776K 0.1%
9,476
+3,559
147
$750K 0.1%
11,481
+2,039
148
$745K 0.1%
11,532
+2,148
149
$729K 0.1%
16,661
-346
150
$720K 0.1%
9,359
+348
4 5
6
7 8