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
$579M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$30.8M
3
+$26.9M
4
DUK icon
Duke Energy
DUK
+$25.4M
5
PG icon
Procter & Gamble
PG
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.5%
2 Technology 11.28%
3 Healthcare 7.7%
4 Utilities 7.65%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.04%
+1,117
227
$251K 0.04%
+4,995
228
$250K 0.04%
+950
229
$249K 0.04%
+3,305
230
$247K 0.04%
+4,568
231
$245K 0.04%
+3,988
232
$245K 0.04%
+5,840
233
$244K 0.04%
+2,695
234
$243K 0.04%
+688
235
$242K 0.04%
+1,978
236
$242K 0.04%
+4,161
237
$241K 0.04%
+2,681
238
$234K 0.04%
+7,929
239
$233K 0.04%
+1,827
240
$230K 0.04%
+6,511
241
$230K 0.04%
+1,518
242
$227K 0.04%
+4,615
243
$224K 0.04%
+1,097
244
$224K 0.04%
+3,477
245
$220K 0.04%
+7,404
246
$220K 0.04%
+2,334
247
$220K 0.04%
+6,359
248
$219K 0.04%
+4,681
249
$217K 0.04%
+1,074
250
$216K 0.04%
+5,344
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