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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.14%
15,194
+1,278
127
$1M 0.14%
12,604
-26
128
$979K 0.14%
4,087
+40
129
$956K 0.13%
16,618
+964
130
$941K 0.13%
10,367
+37
131
$929K 0.13%
12,449
+850
132
$920K 0.13%
20,950
133
$920K 0.13%
11,155
-924
134
$919K 0.13%
5,801
135
$897K 0.12%
15,326
+9,851
136
$896K 0.12%
73,667
+2,023
137
$884K 0.12%
23,321
-1,619
138
$876K 0.12%
3,337
-1,248
139
$857K 0.12%
7,326
+217
140
$843K 0.12%
18,194
-929
141
$840K 0.12%
6,823
+1,026
142
$831K 0.12%
1,820
+72
143
$822K 0.11%
5,817
-371
144
$793K 0.11%
4,799
-125
145
$786K 0.11%
3,688
+513
146
$783K 0.11%
4,988
-165
147
$751K 0.1%
19,729
+1,200
148
$748K 0.1%
5,159
+1,796
149
$746K 0.1%
15,870
-245
150
$738K 0.1%
11,248
+1,344
4 5
6
7 8