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
$743M
AUM Growth
-$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.19M
3
+$1.81M
4
MO icon
Altria Group
MO
+$1.39M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.38M

Top Sells

1
+$2.81M
2
+$1.42M
3
+$1.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$553K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$395K

Sector Composition

1 Technology 10%
2 Consumer Discretionary 9.39%
3 Healthcare 8.3%
4 Consumer Staples 7.76%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.08%
5,039
+33
177
$599K 0.08%
7,893
+220
178
$595K 0.08%
7,194
+42
179
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+23,518
180
$595K 0.08%
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181
$574K 0.08%
2,311
+7
182
$572K 0.08%
14,017
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183
$571K 0.08%
1,254
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184
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13,327
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185
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19,314
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186
$558K 0.08%
9,783
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187
$558K 0.08%
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188
$553K 0.07%
2,292
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189
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190
$536K 0.07%
+21,072
191
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194
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195
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196
$510K 0.07%
3,082
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197
$509K 0.07%
1,508
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198
$505K 0.07%
7,007
-423
199
$502K 0.07%
9,393
+299
200
$500K 0.07%
2,161
+27
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