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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$718K 0.1%
11,293
152
$714K 0.09%
29,727
153
$713K 0.09%
10,822
-3,183
154
$708K 0.09%
8,764
+16
155
$702K 0.09%
8,923
156
$702K 0.09%
1,081
+59
157
$682K 0.09%
7,430
-200
158
$664K 0.09%
560,062
+251
159
$663K 0.09%
5,006
160
$655K 0.09%
7,673
+597
161
$654K 0.09%
17,560
-189
162
$645K 0.09%
9,442
+1,501
163
$639K 0.08%
15,974
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164
$638K 0.08%
9,384
+1,898
165
$633K 0.08%
1,655
+108
166
$631K 0.08%
18,139
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167
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2,386
168
$624K 0.08%
7,152
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169
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15,931
+2,263
170
$619K 0.08%
11,154
+4,163
171
$616K 0.08%
+20,600
172
$612K 0.08%
2,288
+36
173
$605K 0.08%
6,015
+3,188
174
$604K 0.08%
13,280
+2,442
175
$603K 0.08%
9,006
+229
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