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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$546K 0.08%
2,445
+107
152
$539K 0.08%
18,176
+2,366
153
$531K 0.08%
2,373
-24
154
$525K 0.08%
24,000
155
$521K 0.08%
5,981
-180
156
$518K 0.08%
10,726
-368
157
$516K 0.08%
16,902
+3,167
158
$513K 0.08%
+27,188
159
$510K 0.08%
8,925
-5
160
$509K 0.08%
5,731
+2,000
161
$501K 0.07%
11,511
+2,130
162
$501K 0.07%
8,566
+4,310
163
$501K 0.07%
3,333
164
$480K 0.07%
+8,712
165
$479K 0.07%
8,983
-220
166
$476K 0.07%
1,836
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167
$475K 0.07%
5,633
168
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1,922
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169
$466K 0.07%
1,425
+55
170
$464K 0.07%
3,507
171
$462K 0.07%
1,310
+161
172
$462K 0.07%
8,860
+2,630
173
$461K 0.07%
1,493
+16
174
$456K 0.07%
5,793
+8
175
$454K 0.07%
+6,621
5 6
7
8 9