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
276
$26K ﹤0.01%
+10,728