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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$939K 0.14%
4,549
-36
152
$922K 0.14%
13,140
-281
153
$914K 0.14%
8,808
-907
154
$913K 0.14%
7,083
+86
155
$898K 0.14%
9,630
-250
156
$898K 0.14%
2,878
+23
157
$884K 0.13%
3,252
+85
158
$883K 0.13%
9,061
-145
159
$881K 0.13%
3,273
-124
160
$866K 0.13%
7,099
+24
161
$859K 0.13%
9,196
+114
162
$828K 0.13%
8,342
+4
163
$805K 0.12%
3,132
+288
164
$798K 0.12%
1
165
$786K 0.12%
3,545
+170
166
$776K 0.12%
2,543
-119
167
$765K 0.12%
382,721
168
$762K 0.12%
38,528
169
$760K 0.12%
+9,331
170
$746K 0.11%
8,235
-314
171
$743K 0.11%
7,781
-570
172
$734K 0.11%
7,423
-1,476
173
$734K 0.11%
16,028
+37
174
$734K 0.11%
2,032
+13
175
$731K 0.11%
2,627
+10
5 6
7
8 9