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
$720M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.42M
3
+$4.84M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
MBB icon
iShares MBS ETF
MBB
+$2.78M

Top Sells

1
+$4.88M
2
+$2.38M
3
+$1.81M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.69M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.09M

Sector Composition

1 Healthcare 8.42%
2 Technology 7.44%
3 Consumer Staples 7.41%
4 Utilities 7.12%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.08%
18,323
-23
177
$578K 0.08%
14,673
-118
178
$559K 0.08%
2,285
-59
179
$554K 0.08%
33,352
+44
180
$552K 0.08%
4,682
+117
181
$547K 0.08%
21,752
-1,601
182
$546K 0.08%
2,639
+1,153
183
$546K 0.08%
2,474
-177
184
$536K 0.07%
14,284
+352
185
$531K 0.07%
8,275
186
$526K 0.07%
11,268
+1,183
187
$523K 0.07%
4,204
+2,204
188
$521K 0.07%
13,024
-727
189
$519K 0.07%
11,005
+438
190
$518K 0.07%
7,459
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191
$517K 0.07%
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$515K 0.07%
13,679
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193
$510K 0.07%
21,162
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194
$508K 0.07%
6,638
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195
$501K 0.07%
8,542
-180
196
$488K 0.07%
1,215
-1
197
$487K 0.07%
14,484
-1,905
198
$482K 0.07%
1,990
+365
199
$477K 0.07%
16,920
+3,899
200
$475K 0.07%
8,894
+3,071
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