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
201
$493K 0.07%
5,030
+293
202
$487K 0.07%
5,913
-2
203
$486K 0.07%
7,620
+39
204
$482K 0.06%
6,925
+1,115
205
$482K 0.06%
1,765
-260
206
$479K 0.06%
8,500
207
$470K 0.06%
+2,253
208
$464K 0.06%
10,109
+1,575
209
$464K 0.06%
12,249
-145
210
$462K 0.06%
825
-50
211
$460K 0.06%
7,199
212
$456K 0.06%
4,560
+204
213
$451K 0.06%
5,529
-331
214
$450K 0.06%
3,760
+244
215
$446K 0.06%
6,884
+635
216
$445K 0.06%
9,303
+611
217
$444K 0.06%
2,372
-275
218
$438K 0.06%
32,344
219
$437K 0.06%
11,670
+263
220
$437K 0.06%
2,804
+494
221
$436K 0.06%
5,664
-4,652
222
$435K 0.06%
1,891
-2
223
$425K 0.06%
2,558
-99
224
$422K 0.06%
11,270
+1,950
225
$408K 0.05%
2,634
-38
7 8
9
10 11