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
$753M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.32M
3
+$1.89M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.85M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.79M

Top Sells

1
+$11.1M
2
+$7.97M
3
+$1.69M
4
KSU
Kansas City Southern
KSU
+$1.03M
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Consumer Discretionary 11.64%
2 Technology 10.48%
3 Healthcare 7.78%
4 Consumer Staples 7.41%
5 Utilities 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$599K 0.08%
5,346
+362
177
$593K 0.08%
875
+37
178
$590K 0.08%
1,422
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179
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1,214
180
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2,304
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181
$561K 0.07%
9,320
+180
182
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4,804
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183
$554K 0.07%
16,917
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184
$552K 0.07%
2,134
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185
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9,094
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186
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9,298
-13,664
187
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5,872
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188
$542K 0.07%
2,871
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189
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6,311
190
$525K 0.07%
57,911
191
$518K 0.07%
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193
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2,025
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194
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12,394
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195
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4,310
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196
$498K 0.07%
13,312
197
$489K 0.07%
6,249
-347
198
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1,893
-22
199
$463K 0.06%
8,534
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200
$463K 0.06%
+8,500
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