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
251
$318K 0.04%
4,380
+261
252
$317K 0.04%
8,132
+574
253
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1,018
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254
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255
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7,260
256
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257
$306K 0.04%
6,457
258
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477
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259
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6,364
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260
$303K 0.04%
3,552
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261
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880
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262
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4,600
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263
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264
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265
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266
$285K 0.04%
3,307
-117
267
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5,004
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9,357
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270
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271
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272
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1,836
-20
273
$276K 0.04%
4,078
+350
274
$274K 0.04%
1,631
-99
275
$274K 0.04%
1,226
-10
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11
12 13