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
201
$475K 0.07%
3,116
+5
202
$469K 0.07%
1
203
$468K 0.07%
8,945
-121
204
$465K 0.06%
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+56
205
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3,112
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206
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4,789
-358
207
$459K 0.06%
6,102
-1,738
208
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1,171
+44
209
$454K 0.06%
6,170
+1,094
210
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2,596
-104
211
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1,378
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212
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4,200
-835
213
$442K 0.06%
15,302
-489
214
$442K 0.06%
1,655
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215
$438K 0.06%
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216
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218
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219
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220
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-177
221
$422K 0.06%
3,182
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222
$420K 0.06%
8,357
223
$419K 0.06%
1,350
-409
224
$417K 0.06%
7,210
-682
225
$417K 0.06%
972
+25
7 8
9
10 11