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
201
$497K 0.07%
8,275
202
$495K 0.07%
8,621
+1,937
203
$495K 0.07%
14,090
+1,066
204
$485K 0.06%
2,596
205
$483K 0.06%
4,540
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206
$479K 0.06%
9,752
+858
207
$469K 0.06%
4,727
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208
$466K 0.06%
1
209
$465K 0.06%
12,668
-1,816
210
$464K 0.06%
9,175
+2,512
211
$458K 0.06%
2,765
+19
212
$457K 0.06%
6,053
-117
213
$455K 0.06%
5,951
-151
214
$453K 0.06%
8,357
215
$453K 0.06%
9,652
+160
216
$452K 0.06%
+5,239
217
$450K 0.06%
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218
$449K 0.06%
3,066
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219
$448K 0.06%
5,898
+337
220
$444K 0.06%
1,461
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221
$442K 0.06%
1,070
+98
222
$435K 0.06%
28,799
+249
223
$434K 0.06%
6,998
-212
224
$429K 0.06%
3,827
+458
225
$427K 0.06%
2,666
+22
7 8
9
10 11