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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$718K 0.1%
14,457
+8,654
152
$718K 0.1%
11,844
+1,224
153
$717K 0.1%
22,381
+6,407
154
$713K 0.1%
38,836
+208
155
$704K 0.09%
11,553
+731
156
$696K 0.09%
7,140
+1,125
157
$692K 0.09%
1,998
+926
158
$691K 0.09%
14,100
-500
159
$690K 0.09%
6,215
-1,773
160
$683K 0.09%
+5,781
161
$676K 0.09%
11,317
+24
162
$666K 0.09%
18,051
+491
163
$662K 0.09%
4,667
+214
164
$657K 0.09%
8,923
165
$657K 0.09%
1,180
+99
166
$656K 0.09%
29,327
-400
167
$649K 0.09%
16,954
+37
168
$642K 0.09%
4,320
+10
169
$641K 0.09%
17,415
-724
170
$640K 0.09%
3,625
+3
171
$623K 0.08%
5,548
+202
172
$619K 0.08%
2,492
+546
173
$615K 0.08%
2,301
+13
174
$613K 0.08%
7,867
-897
175
$611K 0.08%
22,200
+1,600
5 6
7
8 9