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
$579M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$30.8M
3
+$26.9M
4
DUK icon
Duke Energy
DUK
+$25.4M
5
PG icon
Procter & Gamble
PG
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.5%
2 Technology 11.28%
3 Healthcare 7.7%
4 Utilities 7.65%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 0.86%
+58,963
27
$4.7M 0.81%
+24,140
28
$4.43M 0.77%
+10,561
29
$4.31M 0.74%
+198,262
30
$4.02M 0.69%
+18,905
31
$4M 0.69%
+11,641
32
$3.88M 0.67%
+18,758
33
$3.8M 0.66%
+23,340
34
$3.58M 0.62%
+57,698
35
$3.57M 0.62%
+18,189
36
$3.43M 0.59%
+27,021
37
$3.38M 0.58%
+33,128
38
$3.35M 0.58%
+27,795
39
$3.27M 0.56%
+10,420
40
$3.24M 0.56%
+33,388
41
$3.21M 0.55%
+17,974
42
$2.79M 0.48%
+31,820
43
$2.72M 0.47%
+18,600
44
$2.59M 0.45%
+28,022
45
$2.58M 0.44%
+16,390
46
$2.53M 0.44%
+50,150
47
$2.5M 0.43%
+45,336
48
$2.38M 0.41%
+30,550
49
$2.38M 0.41%
+16,858
50
$2.1M 0.36%
+8,952
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2
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