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
$741M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.18M
3
+$4.87M
4
CVX icon
Chevron
CVX
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.01M

Top Sells

1
+$6.23M
2
+$709K
3
+$579K
4
SUMO
Sumo Logic, Inc. Common Stock
SUMO
+$561K
5
YUMC icon
Yum China
YUMC
+$401K

Sector Composition

1 Consumer Discretionary 12.56%
2 Technology 11.15%
3 Healthcare 7.11%
4 Consumer Staples 6.84%
5 Utilities 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.05%
16,063
227
$373K 0.05%
2,122
-1
228
$372K 0.05%
5,556
-482
229
$371K 0.05%
+4,703
230
$371K 0.05%
1,016
+50
231
$364K 0.05%
4,468
+8
232
$364K 0.05%
7,554
+261
233
$357K 0.05%
2,016
+23
234
$356K 0.05%
+7,430
235
$356K 0.05%
2,712
+17
236
$354K 0.05%
4,273
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237
$350K 0.05%
2,308
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238
$346K 0.05%
3,087
+2,013
239
$341K 0.05%
8,537
+404
240
$336K 0.05%
2,055
+2
241
$334K 0.05%
5,446
-62
242
$333K 0.05%
6,382
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243
$328K 0.04%
1,059
+2
244
$326K 0.04%
4,324
+35
245
$326K 0.04%
4,179
-141
246
$325K 0.04%
4,899
+635
247
$323K 0.04%
3,054
-19
248
$322K 0.04%
225
249
$319K 0.04%
13,033
-400
250
$318K 0.04%
2,650
+4
8 9
10
11 12