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
251
$214K 0.04%
+1,785
252
$214K 0.04%
+1,963
253
$212K 0.04%
+3,488
254
$211K 0.04%
+10,300
255
$211K 0.04%
+1,670
256
$210K 0.04%
+3,478
257
$210K 0.04%
+770
258
$210K 0.04%
+1,270
259
$207K 0.04%
+1,662
260
$206K 0.04%
+937
261
$202K 0.03%
+957
262
$201K 0.03%
+3,396
263
$200K 0.03%
+5,015
264
$188K 0.03%
+2,789
265
$152K 0.03%
+21,170
266
$149K 0.03%
+10,000
267
$145K 0.03%
+10,602
268
$139K 0.02%
+11,567
269
$133K 0.02%
+10,261
270
$126K 0.02%
+20,349
271
$113K 0.02%
+10,152
272
$89K 0.02%
+15,778
273
$38K 0.01%
+80
274
$33K 0.01%
+10,939
275
$30K 0.01%
+13,747
8 9 10
11
12