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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$729K 0.11%
3,876
+39
177
$728K 0.11%
1,274
+37
178
$723K 0.11%
1,491
+10
179
$723K 0.11%
1,422
-81
180
$716K 0.11%
17,558
181
$713K 0.11%
11,239
-403
182
$712K 0.11%
7,816
-7
183
$704K 0.11%
9,912
-312
184
$698K 0.11%
27,823
185
$694K 0.11%
7,902
+411
186
$688K 0.1%
2,913
-107
187
$684K 0.1%
7,548
+2,089
188
$680K 0.1%
1,339
+35
189
$676K 0.1%
5,437
-88
190
$662K 0.1%
4,507
+172
191
$658K 0.1%
18,466
+4,082
192
$650K 0.1%
6,938
-26
193
$647K 0.1%
2,143
+92
194
$645K 0.1%
6,535
-335
195
$644K 0.1%
20,865
-4,015
196
$639K 0.1%
2,521
+109
197
$634K 0.1%
5,741
-285
198
$632K 0.1%
5,748
+365
199
$630K 0.1%
13,225
-120
200
$626K 0.1%
3,629
+1,974
6 7
8
9 10