MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$718M
1-Year Return
17.54%
This Quarter Return
+4.77%
1 Year Return
+17.54%
3 Year Return
+53.2%
5 Year Return
–
10 Year Return
–
AUM
$715M
AUM Growth
+$48.9M
(+7.3%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
38.1%
Holding
324
New
24
Increased
149
Reduced
109
Closed
1
Top Buys
| 1 |
MDLA
Medallia, Inc.
MDLA
|
$10.5M |
| 2 |
PepsiCo
PEP
|
$5.18M |
| 3 |
Morgan Stanley
MS
|
$1.69M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.45M |
| 5 |
Chevron
CVX
|
$1.06M |
Top Sells
| 1 |
Spruce Power Holding Corp
SPRU
|
$3.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.28M |
| 3 |
OSH
Oak Street Health, Inc.
OSH
|
$1.31M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$660K |
| 5 |
iShares US Financial Services ETF
IYG
|
$599K |
Sector Composition
| 1 | Consumer Discretionary | 14.24% |
| 2 | Technology | 11.34% |
| 3 | Healthcare | 7.68% |
| 4 | Consumer Staples | 6.81% |
| 5 | Utilities | 6.41% |
