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
301
$221K 0.03%
2,141
+18
302
$220K 0.03%
+805
303
$220K 0.03%
+476
304
$220K 0.03%
2,570
305
$219K 0.03%
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306
$218K 0.03%
+1,870
307
$218K 0.03%
7,288
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308
$217K 0.03%
+1,693
309
$216K 0.03%
+8,514
310
$214K 0.03%
7,073
-50
311
$214K 0.03%
1,963
312
$214K 0.03%
+1,758
313
$209K 0.03%
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314
$208K 0.03%
5,017
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315
$205K 0.03%
1,809
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316
$203K 0.03%
+1,554
317
$203K 0.03%
+450
318
$201K 0.03%
680
-48
319
$183K 0.02%
10,295
-166
320
$179K 0.02%
11,567
321
$161K 0.02%
10,000
322
$145K 0.02%
22,270
+10,000
323
$125K 0.02%
10,152
324
$79K 0.01%
+1,151
325
$79K 0.01%
13,485
-500
10 11 12
13
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