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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$800K 0.11%
4,804
+126
152
$799K 0.11%
34,336
+12,584
153
$785K 0.1%
8,942
-76
154
$775K 0.1%
5,108
-51
155
$767K 0.1%
3,610
+172
156
$727K 0.1%
10,202
-6,722
157
$714K 0.09%
4,246
+601
158
$712K 0.09%
7,667
+117
159
$711K 0.09%
12,038
+1,219
160
$704K 0.09%
6,670
-130
161
$697K 0.09%
40,040
162
$695K 0.09%
4,566
+2,919
163
$691K 0.09%
4,574
+370
164
$676K 0.09%
2,067
+70
165
$674K 0.09%
22,753
166
$667K 0.09%
2,324
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167
$661K 0.09%
8,196
+232
168
$657K 0.09%
12,962
-451
169
$651K 0.09%
17,415
170
$650K 0.09%
2,277
-8
171
$648K 0.09%
18,379
+56
172
$642K 0.08%
3,388
-2
173
$638K 0.08%
13,948
-1,081
174
$631K 0.08%
3,158
-24
175
$620K 0.08%
17,748
+4,069
5 6
7
8 9