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
326
$39K 0.01%
80
327
$30K ﹤0.01%
10,728
328
$19K ﹤0.01%
13,747
329
– –
-4,125
330
– –
-27,188
331
– –
-547
332
– –
-6,054
333
– –
-2,036
334
– –
-1,665
335
– –
-4,770
336
– –
-11,120
337
– –
-1,534
338
– –
-4,368
339
– –
-5,144
340
– –
-10,232
10 11 12 13
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