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
276
$271K 0.04%
6,948
+1,400
277
$271K 0.04%
+10,277
278
$270K 0.04%
2,091
279
$265K 0.04%
1,641
-11
280
$259K 0.04%
7,044
+125
281
$259K 0.04%
+4,950
282
$253K 0.03%
+5,386
283
$251K 0.03%
4,246
-242
284
$250K 0.03%
5,112
+34
285
$249K 0.03%
3,671
+207
286
$249K 0.03%
1,580
287
$248K 0.03%
723
+4
288
$247K 0.03%
2,145
-31
289
$244K 0.03%
3,560
+20
290
$244K 0.03%
+7,480
291
$240K 0.03%
4,161
292
$239K 0.03%
2,045
+130
293
$237K 0.03%
828
294
$237K 0.03%
4,729
295
$237K 0.03%
1,529
-379
296
$235K 0.03%
4,261
+484
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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