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
$724M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.24M
3
+$3.15M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$6.62M
2
+$1.87M
3
+$943K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$751K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$722K

Sector Composition

1 Technology 9.56%
2 Consumer Discretionary 8.1%
3 Healthcare 6.77%
4 Consumer Staples 6.4%
5 Utilities 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$658K 0.09%
2,677
+202
177
$651K 0.09%
15,186
+1,754
178
$650K 0.09%
16,145
+3,076
179
$648K 0.09%
7,864
+267
180
$635K 0.09%
4,169
-1
181
$626K 0.09%
3,344
+592
182
$624K 0.09%
4,230
+32
183
$621K 0.09%
2,268
-199
184
$618K 0.09%
2,832
+236
185
$610K 0.08%
9,459
+527
186
$599K 0.08%
8,893
+446
187
$576K 0.08%
1,207
-20
188
$576K 0.08%
5,345
-307
189
$562K 0.08%
2,835
-111
190
$554K 0.08%
21,014
+197
191
$553K 0.08%
5,431
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192
$550K 0.08%
2,678
+8
193
$546K 0.08%
4,703
+5
194
$543K 0.07%
1
195
$529K 0.07%
6,790
-378
196
$527K 0.07%
16,047
+6,588
197
$524K 0.07%
+18,049
198
$524K 0.07%
48,526
199
$523K 0.07%
11,853
+5,229
200
$518K 0.07%
8,414
+75
6 7
8
9 10