MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$750M
2
+$7.27M
3
+$7.22M
4
SPRU icon
Spruce Power Holding Corp
SPRU
+$2.09M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$6.21M
2
+$677K
3
+$561K
4
MRK icon
Merck
MRK
+$554K
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
$316K 0.04%
3,677
+1
254
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1,018
+40
255
$314K 0.04%
3,960
256
$314K 0.04%
7,260
257
$306K 0.04%
6,364
+574
258
$306K 0.04%
477
+2
259
$306K 0.04%
6,457
260
$303K 0.04%
880
+100
261
$303K 0.04%
3,552
+12
262
$295K 0.04%
5,799
+1
263
$295K 0.04%
4,600
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264
$293K 0.04%
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265
$287K 0.04%
+2,827
266
$285K 0.04%
3,307
-117
267
$284K 0.04%
4,298
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268
$283K 0.04%
9,357
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269
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5,004
+2
270
$280K 0.04%
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271
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+949
272
$278K 0.04%
1,836
-20
273
$276K 0.04%
4,078
+350
274
$274K 0.04%
1,226
-10
275
$274K 0.04%
1,631
-99
9 10
11
12 13