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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$736K 0.1%
6,800
+312
152
$732K 0.1%
62,922
+1,064
153
$714K 0.1%
20,413
-546
154
$686K 0.1%
1,997
-19
155
$686K 0.1%
4,678
+297
156
$672K 0.09%
10,819
+290
157
$669K 0.09%
9,018
+332
158
$668K 0.09%
22,753
-23,454
159
$664K 0.09%
13,413
-34,237
160
$655K 0.09%
3,438
-1,162
161
$645K 0.09%
40,040
-204
162
$625K 0.09%
7,929
+1
163
$623K 0.09%
9,426
+883
164
$622K 0.09%
3,390
-26
165
$620K 0.09%
15,029
+1,718
166
$619K 0.09%
7,964
+1,115
167
$617K 0.09%
7,550
+32
168
$616K 0.09%
61,218
+453
169
$608K 0.08%
12,202
-2,636
170
$605K 0.08%
48,575
+49
171
$602K 0.08%
17,415
-755
172
$599K 0.08%
1,944
+747
173
$590K 0.08%
5,457
+908
174
$589K 0.08%
3,645
-129
175
$586K 0.08%
4,773
+14
5 6
7
8 9