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
201
$509K 0.07%
25,520
+600
202
$509K 0.07%
9,930
-929
203
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12,623
-3,396
204
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5,331
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205
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16,328
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206
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207
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6,524
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208
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3,527
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209
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210
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211
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1,987
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212
$454K 0.06%
6,999
213
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1,771
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214
$447K 0.06%
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215
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216
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217
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218
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219
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220
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221
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4,921
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222
$414K 0.06%
8,045
+155
223
$410K 0.06%
4,804
-158
224
$409K 0.06%
5,755
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225
$409K 0.06%
9,449
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9
10 11