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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$824K 0.11%
9,824
-193
152
$812K 0.11%
18,354
+7,161
153
$799K 0.11%
4,689
+110
154
$777K 0.11%
2,215
+382
155
$776K 0.11%
7,361
+69
156
$760K 0.1%
1,970
+28
157
$756K 0.1%
4,223
+36
158
$756K 0.1%
3,138
+234
159
$753K 0.1%
3,914
-1,352
160
$748K 0.1%
6,905
-3,982
161
$747K 0.1%
5,067
+163
162
$738K 0.1%
13,716
+1,166
163
$738K 0.1%
8,173
-927
164
$733K 0.1%
5,799
+24
165
$728K 0.1%
9,136
+1,503
166
$719K 0.1%
1,750
+245
167
$718K 0.1%
58,914
-5,696
168
$713K 0.1%
3,340
+165
169
$712K 0.1%
38,528
170
$707K 0.1%
6,337
-323
171
$704K 0.1%
4,262
+442
172
$690K 0.1%
14,446
-253
173
$681K 0.09%
29,566
+721
174
$679K 0.09%
17,389
175
$660K 0.09%
2,410
-70
5 6
7
8 9