MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$826M
1-Year Est. Return
21.95%
1 Year Est. Return
+21.95%
AUM
$826M
AUM Growth
+$30.4M
(+3.8%)
Holding
439
Top Buys
| 1 | +$3.3M | |
| 2 | +$1.83M | |
| 3 | +$1.81M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.48M |
| 5 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$1.48M |
Top Sells
| 1 | +$4.3M | |
| 2 | +$1.95M | |
| 3 | +$1.08M | |
| 4 |
TotalEnergies
TTE
|
+$945K |
| 5 |
Broadcom
AVGO
|
+$879K |
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Financials | 6.66% |
| 3 | Consumer Discretionary | 4.71% |
| 4 | Communication Services | 4.23% |
| 5 | Healthcare | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Iron Mountain
IRM
$28.4B
| – | – |
-2,287
|
|
||
427
IonQ
IONQ
$18B
| – | – |
-3,564
|
|
||
428
Intercontinental Exchange
ICE
$99.2B
| – | – |
-3,535
|
|
||
|
IBDQ
429
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-77,412
|
|
||
430
First Trust Capital Strength ETF
FTCS
$8.36B
| – | – |
-2,293
|
|
||
431
Comfort Systems
FIX
$39.5B
| – | – |
-319
|
|
||
432
EverCommerce
EVCM
$2.29B
| – | – |
-54,106
|
|
||
433
DraftKings
DKNG
$16.2B
| – | – |
-5,457
|
|
||
434
DuPont de Nemours
DD
$18B
| – | – |
-6,981
|
|
||
435
CyberArk
CYBR
$22.9B
| – | – |
-930
|
|
||
|
HELP
436
Cybin Inc. Common Stock
HELP
$386M
| – | – |
-10,290
|
|
||
437
Church & Dwight Co
CHD
$21.8B
| – | – |
-2,325
|
|
||
438
Carrier Global
CARR
$47.3B
| – | – |
-3,540
|
|
||
439
American Superconductor
AMSC
$1.53B
| – | – |
-5,730
|
|