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
$761M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$3.55M
3
+$3.35M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.68M

Top Sells

1
+$7.72M
2
+$4.37M
3
+$2.8M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.55M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.34M

Sector Composition

1 Healthcare 7.9%
2 Technology 7.67%
3 Consumer Discretionary 7.07%
4 Consumer Staples 6.98%
5 Utilities 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$614K 0.08%
12,923
-2,947
177
$613K 0.08%
12,285
+5,174
178
$603K 0.08%
8,029
+100
179
$601K 0.08%
11,894
-308
180
$593K 0.08%
4,747
-26
181
$583K 0.08%
2,477
+3
182
$580K 0.08%
22,398
+1,236
183
$575K 0.08%
+5,089
184
$562K 0.07%
1,209
+38
185
$560K 0.07%
2,291
+479
186
$542K 0.07%
33,303
-49
187
$539K 0.07%
9,684
+739
188
$537K 0.07%
4,997
+11
189
$536K 0.07%
11,210
-58
190
$528K 0.07%
60,236
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191
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5,485
192
$517K 0.07%
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193
$515K 0.07%
2,561
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194
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6,726
-1,640
195
$511K 0.07%
48,526
-49
196
$510K 0.07%
1,786
+131
197
$506K 0.07%
1,218
+3
198
$505K 0.07%
1,434
+56
199
$500K 0.07%
13,133
-1,151
200
$499K 0.07%
2,090
+100
6 7
8
9 10