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
276
$271K 0.04%
+10,277
277
$271K 0.04%
6,948
+1,400
278
$270K 0.04%
2,091
279
$265K 0.04%
1,641
-11
280
$259K 0.04%
+4,950
281
$259K 0.04%
7,044
+125
282
$253K 0.03%
+5,386
283
$251K 0.03%
4,777
-272
284
$250K 0.03%
5,112
+34
285
$249K 0.03%
1,580
286
$249K 0.03%
3,671
+207
287
$248K 0.03%
723
+4
288
$247K 0.03%
2,145
-31
289
$244K 0.03%
+7,480
290
$244K 0.03%
3,560
+20
291
$240K 0.03%
4,161
292
$239K 0.03%
2,045
+130
293
$237K 0.03%
1,529
-379
294
$237K 0.03%
4,729
295
$237K 0.03%
828
296
$235K 0.03%
4,200
+477
297
$231K 0.03%
+3,400
298
$230K 0.03%
12,475
+1,167
299
$229K 0.03%
2,747
+65
300
$225K 0.03%
22,353
+200
10 11
12
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