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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.18%
5,019
-57
127
$1.15M 0.17%
12,616
-16,857
128
$1.14M 0.17%
2,722
129
$1.13M 0.17%
10,121
+140
130
$1.09M 0.17%
2,345
+46
131
$1.08M 0.16%
35,805
+500
132
$1.07M 0.16%
23,696
-809
133
$1.07M 0.16%
24,489
+8,979
134
$1.05M 0.16%
30,887
+612
135
$1.05M 0.16%
37,166
-1,565
136
$1.04M 0.16%
7,468
-42
137
$1.04M 0.16%
2,701
+205
138
$1.03M 0.16%
17,648
+3
139
$1.03M 0.16%
15,846
-268
140
$1.03M 0.16%
102,106
141
$1.03M 0.16%
13,423
-505
142
$1.02M 0.16%
5,688
+259
143
$1.02M 0.16%
33,890
+335
144
$1.02M 0.15%
1,864
-167
145
$996K 0.15%
14,051
+202
146
$991K 0.15%
6,291
-239
147
$987K 0.15%
14,550
-34
148
$972K 0.15%
15,934
+4,252
149
$948K 0.14%
3,533
-8
150
$947K 0.14%
14,646
+176
4 5
6
7 8