MFA
Mayflower Financial Advisors Portfolio holdings
AUM $658M
AUM
$658M
AUM Growth
-$11.2M (-2%)
Cap. Flow
+$12.8M
Cap. Flow % of AUM
1.94%
Top 10 Holdings %Top 10 Hldgs %
25.9%
Holding
401
New
22
Increased
170
Reduced
155
Closed
16
Top Buys
| 1 | $2.55M | |
| 2 | $1.67M | |
| 3 | $1.61M | |
| 4 | $1.54M | |
| 5 | $1.3M |
Top Sells
| 1 | $2.54M | |
| 2 | $1.77M | |
| 3 | $1.53M | |
| 4 | $1.02M | |
| 5 | $856K |
Sector Composition
| 1 | Technology | 12.92% |
| 2 | Financials | 7.45% |
| 3 | Healthcare | 4.31% |
| 4 | Consumer Discretionary | 3.62% |
| 5 | Industrials | 3.48% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $423K | 0.06% | 5,364 -17 | -0.3% | -$1.34K | |||
| $423K | 0.06% | 12,727 | – | – | |||
| $421K | 0.06% | 8,993 +2,231 | +33% | +$104K | |||
| $420K | 0.06% | 3,780 -142 | -4% | -$15.8K | |||
| $420K | 0.06% | 3,400 -32 | -0.9% | -$3.95K | |||
| $412K | 0.06% | 3,676 +249 | +7% | +$27.9K | |||
| $411K | 0.06% | 3,974 +1,019 | +34% | +$105K | |||
| $402K | 0.06% | 5,541 -34 | -0.6% | -$2.46K | |||
| $400K | 0.06% | 3,619 +82 | +2% | +$9.07K | |||
| $399K | 0.06% | 1,991 -141 | -7% | -$28.2K | |||
| $399K | 0.06% | 3,537 +1,355 | +62% | +$153K | |||
| $394K | 0.06% | 3,300 | – | – | |||
| $391K | 0.06% | 4,784 | – | – | |||
| $387K | 0.06% | 1,587 -79 | -5% | -$19.3K | |||
| $381K | 0.06% | 5,016 -6 | -0.1% | -$455 | |||
| $380K | 0.06% | 3,450 +9 | +0.3% | +$991 | |||
| $379K | 0.06% | 2,866 | New | +$379K | |||
| $375K | 0.06% | 2,483 -26 | -1% | -$3.93K | |||
| $374K | 0.06% | 4,939 -23 | -0.5% | -$1.74K | |||
| $366K | 0.06% | 32,689 | – | – | |||
| $364K | 0.06% | 1,076 -60 | -5% | -$20.3K | |||
| $361K | 0.05% | 14,947 +6,500 | +77% | +$157K | |||
| $357K | 0.05% | 4,612 -236 | -5% | -$18.3K | |||
| $357K | 0.05% | 4,973 -513 | -9% | -$36.8K | |||
| $354K | 0.05% | 15,401 -850 | -5% | -$19.5K |
