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
26
$7.47M 1.01%
191,490
+184,155
27
$7.46M 1.01%
142,514
-2,258
28
$7.04M 0.95%
43,995
-59
29
$6.5M 0.88%
103,197
+38
30
$6.49M 0.88%
27,801
+1,776
31
$5.63M 0.76%
108,249
-2,748
32
$5.36M 0.72%
70,290
-3,023
33
$5.25M 0.71%
10,436
+19
34
$5.06M 0.68%
12,219
-94
35
$4.9M 0.66%
4,377,220
+4,350,820
36
$4.78M 0.65%
33,380
+80
37
$4.5M 0.61%
44,279
+206
38
$4.42M 0.6%
17,679
-391
39
$4.26M 0.58%
25,279
-906
40
$4.22M 0.57%
19,010
+347
41
$4.04M 0.55%
14,184
+1,600
42
$3.9M 0.53%
38,312
+4,222
43
$3.88M 0.52%
17,188
-218
44
$3.86M 0.52%
28,465
+138
45
$3.71M 0.5%
191,674
+4,262
46
$3.59M 0.48%
55,721
-709
47
$3.46M 0.47%
36,981
+1,800
48
$3.24M 0.44%
50,243
+10
49
$3.11M 0.42%
18,997
+783
50
$3.07M 0.41%
28,891
+22
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