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
$75.5M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$667K
2 +$418K
3 +$372K
4
KMB icon
Kimberly-Clark
KMB
+$359K
5
TSLA icon
Tesla
TSLA
+$349K

Top Sells

1 +$619K
2 +$301K
3 +$282K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$275K
5
PYPL icon
PayPal
PYPL
+$262K

Sector Composition

1 Financials 10.7%
2 Technology 10.37%
3 Consumer Discretionary 5.72%
4 Industrials 5.52%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,028
102
-5,422
103
-2,017
104
-1,218
105
-5,304
106
-1,211