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MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$4.6M
3
+$2.6M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.43M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.36M

Top Sells

1
+$3.25M
2
+$2.54M
3
+$2.02M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Technology 13.21%
2 Financials 6.82%
3 Consumer Discretionary 4.77%
4 Healthcare 3.68%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.09M 0.14%
13,941
-1,083
152
$1.07M 0.13%
7,594
+469
153
$1.04M 0.13%
15,892
-6,208
154
$1.04M 0.13%
13,726
-304
155
$1.03M 0.13%
5,584
+118
156
$1.01M 0.13%
33,272
+6
157
$1M 0.13%
4,656
+150
158
$1M 0.13%
3,545
+37
159
$989K 0.12%
10,392
+873
160
$973K 0.12%
13,063
-62
161
$946K 0.12%
9,320
-850
162
$946K 0.12%
15,634
+58
163
$945K 0.12%
15,834
+1,334
164
$938K 0.12%
20,588
-22,741
165
$912K 0.11%
2,964
-14
166
$911K 0.11%
7,361
+46
167
$907K 0.11%
3,568
+17
168
$904K 0.11%
10,413
-375
169
$901K 0.11%
21,433
-4,595
170
$899K 0.11%
36,992
+2,285
171
$897K 0.11%
38,528
172
$888K 0.11%
14,212
+205
173
$880K 0.11%
5,438
+766
174
$879K 0.11%
+19,180
175
$858K 0.11%
8,329
+649
5 6
7
8 9