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
$92.2M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$1.6M
3 +$1.59M
4
UCB
United Community Banks
UCB
+$1.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M

Top Sells

1 +$959K
2 +$905K
3 +$399K
4
HD icon
Home Depot
HD
+$336K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$299K

Sector Composition

1 Technology 7.81%
2 Financials 7.8%
3 Healthcare 4.72%
4 Industrials 4.69%
5 Energy 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,384