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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.15%
14,669
-195
127
$1.09M 0.15%
3,781
-79
128
$1.09M 0.15%
2,885
129
$1.08M 0.15%
14,898
+215
130
$1.05M 0.15%
35,305
+10,198
131
$1.05M 0.14%
10,395
-139
132
$1.05M 0.14%
3,364
-92
133
$1.03M 0.14%
19,961
+4
134
$1.03M 0.14%
45,844
+19,632
135
$1M 0.14%
+18,051
136
$988K 0.14%
17,977
+3,719
137
$976K 0.13%
1,381
+110
138
$964K 0.13%
5,544
-375
139
$950K 0.13%
12,036
-415
140
$937K 0.13%
4,747
-40
141
$933K 0.13%
8,591
+943
142
$918K 0.13%
3,522
-75
143
$901K 0.12%
34,502
+540
144
$898K 0.12%
3,411
+41
145
$846K 0.12%
1,974
-44
146
$832K 0.11%
16,304
+1,403
147
$829K 0.11%
8,191
-1,427
148
$828K 0.11%
18,876
-1,372
149
$827K 0.11%
9,364
-2
150
$824K 0.11%
2,751
+328
4 5
6
7 8