MAG

Mayfair Advisory Group Portfolio holdings

AUM $212M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.8M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$4.51M
2 +$360K
3 +$250K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$233K
5
AMD icon
Advanced Micro Devices
AMD
+$230K

Sector Composition

1 Financials 8.74%
2 Technology 8.46%
3 Industrials 5.58%
4 Healthcare 5.3%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,720
127
-8,370