MAG

Mayfair Advisory Group Portfolio holdings

AUM $233M
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$843K
2 +$315K
3 +$315K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$314K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$201K

Sector Composition

1 Technology 12.63%
2 Financials 10.55%
3 Healthcare 3.74%
4 Utilities 3.44%
5 Consumer Discretionary 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,332
52
-9,693
53
-2,046