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
$658M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.67M
3
+$1.61M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.3M

Top Sells

1
+$2.54M
2
+$1.77M
3
+$1.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.02M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$856K

Sector Composition

1 Technology 12.92%
2 Financials 7.45%
3 Healthcare 4.31%
4 Consumer Discretionary 3.62%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$619K 0.09%
14,095
-149
202
$611K 0.09%
16,564
-748
203
$597K 0.09%
6,644
-31
204
$594K 0.09%
3,609
-171
205
$594K 0.09%
8,266
+946
206
$593K 0.09%
8,138
+2,138
207
$589K 0.09%
3,455
+194
208
$583K 0.09%
2,846
+312
209
$577K 0.09%
1,636
-308
210
$576K 0.09%
8,507
-975
211
$560K 0.09%
23,129
+4,200
212
$546K 0.08%
1,201
-2
213
$546K 0.08%
3,733
+267
214
$545K 0.08%
3,282
-330
215
$537K 0.08%
8,176
+105
216
$531K 0.08%
3,914
-30
217
$528K 0.08%
18,049
218
$527K 0.08%
859
+383
219
$524K 0.08%
6,691
-519
220
$521K 0.08%
4,884
221
$520K 0.08%
1,015
+196
222
$520K 0.08%
2,129
+36
223
$519K 0.08%
3,040
+1
224
$518K 0.08%
1,299
-5
225
$513K 0.08%
6,839
+226
7 8
9
10 11