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
$608M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.19M
3
+$1.78M
4
CME icon
CME Group
CME
+$1.55M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.21M

Top Sells

1
+$1.66M
2
+$1.63M
3
+$1.09M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$930K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$905K

Sector Composition

1 Technology 12.89%
2 Financials 6.29%
3 Healthcare 4.84%
4 Consumer Discretionary 4.17%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$523K 0.09%
16,057
+10
202
$521K 0.09%
3,076
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203
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18,049
204
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205
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206
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5,527
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207
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1,697
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208
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209
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210
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212
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214
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221
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222
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5,220
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224
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6,820
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225
$459K 0.08%
4,853
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