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
51
$2.1M 0.36%
+30,862
52
$2.06M 0.35%
+18,775
53
$2.05M 0.35%
+24,584
54
$2.04M 0.35%
+9,327
55
$2.01M 0.35%
+40,099
56
$1.97M 0.34%
+8,794
57
$1.9M 0.33%
+7,164
58
$1.87M 0.32%
+21,735
59
$1.83M 0.32%
+6,698
60
$1.78M 0.31%
+48,440
61
$1.77M 0.3%
+32,221
62
$1.63M 0.28%
+26,748
63
$1.61M 0.28%
+10,869
64
$1.47M 0.25%
+75,273
65
$1.46M 0.25%
+8,057
66
$1.44M 0.25%
+3,095
67
$1.43M 0.25%
+31,960
68
$1.43M 0.25%
+14,831
69
$1.42M 0.25%
+16,201
70
$1.42M 0.24%
+11,990
71
$1.38M 0.24%
+19,080
72
$1.33M 0.23%
+5,728
73
$1.33M 0.23%
+6,640
74
$1.28M 0.22%
+98,040
75
$1.22M 0.21%
+5,184
1 2
3
4 5