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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.14%
3,139
-30
127
$1.04M 0.14%
5,211
-74
128
$1.04M 0.14%
4,310
+973
129
$1.02M 0.13%
20,485
-1,101
130
$1.02M 0.13%
26,279
+6,550
131
$990K 0.13%
12,638
+34
132
$988K 0.13%
30,230
-236,185
133
$964K 0.13%
10,479
+112
134
$942K 0.12%
5,067
+268
135
$940K 0.12%
20,950
136
$939K 0.12%
12,636
+213
137
$930K 0.12%
4,065
-22
138
$928K 0.12%
1,867
+47
139
$924K 0.12%
11,133
-22
140
$917K 0.12%
5,829
+28
141
$917K 0.12%
7,473
+147
142
$914K 0.12%
3,664
-24
143
$894K 0.12%
22,656
-665
144
$864K 0.11%
11,226
-1,223
145
$842K 0.11%
10,168
-2,749
146
$838K 0.11%
5,797
-20
147
$837K 0.11%
11,706
+458
148
$821K 0.11%
5,029
+41
149
$811K 0.11%
64,336
+1,414
150
$800K 0.11%
21,094
+681
4 5
6
7 8