MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$718M
1-Year Return
17.54%
This Quarter Return
+7.97%
1 Year Return
+17.54%
3 Year Return
+53.2%
5 Year Return
–
10 Year Return
–
AUM
$598M
AUM Growth
-$126M
(-17%)
Cap. Flow
-$198M
Cap. Flow
% of AUM
-33.16%
Top 10 Holdings %
Top 10 Hldgs %
28.06%
Holding
372
New
29
Increased
139
Reduced
153
Closed
17
Top Buys
| 1 |
Klaviyo
KVYO
|
$6.2M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$5.04M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.58M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$3.55M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.28M |
Top Sells
| 1 |
McDonald's
MCD
|
$29.5M |
| 2 |
Amazon
AMZN
|
$28.4M |
| 3 |
Duke Energy
DUK
|
$27M |
| 4 |
Procter & Gamble
PG
|
$18.6M |
| 5 |
Exxon Mobil
XOM
|
$15.4M |
Sector Composition
| 1 | Technology | 11.86% |
| 2 | Financials | 6.43% |
| 3 | Healthcare | 4.94% |
| 4 | Consumer Discretionary | 4.69% |
| 5 | Industrials | 4.09% |
