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
$666M
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$13.5M
3
+$4.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M
5
MS icon
Morgan Stanley
MS
+$1.56M

Top Sells

1
+$2.1M
2
+$1.16M
3
+$653K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$333K
5
BIIB icon
Biogen
BIIB
+$330K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 12.49%
3 Healthcare 7.65%
4 Utilities 6.87%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$451K 0.07%
6,428
177
$450K 0.07%
4,455
+324
178
$449K 0.07%
8,692
-9
179
$446K 0.07%
16,000
180
$442K 0.07%
1,945
+44
181
$436K 0.06%
+9,594
182
$433K 0.06%
1,170
-653
183
$423K 0.06%
2,819
+216
184
$423K 0.06%
4,685
+39
185
$411K 0.06%
3,479
+41
186
$409K 0.06%
4,863
+114
187
$407K 0.06%
+12,202
188
$407K 0.06%
1,786
+2
189
$404K 0.06%
12,845
+565
190
$404K 0.06%
4,547
+704
191
$390K 0.06%
6,035
-6
192
$388K 0.06%
3,284
+35
193
$387K 0.06%
6,051
+85
194
$386K 0.06%
1
195
$385K 0.06%
1,624
-163
196
$381K 0.06%
1,663
197
$380K 0.06%
4,392
-43
198
$376K 0.06%
1,361
+95
199
$375K 0.06%
5,856
+1,868
200
$375K 0.06%
11,676
-3
6 7
8
9 10