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
51
$2.94M 0.4%
17,795
-535
52
$2.93M 0.4%
10,772
+396
53
$2.88M 0.39%
7,682
-714
54
$2.87M 0.39%
18,820
+341
55
$2.85M 0.38%
67,495
+3,050
56
$2.84M 0.38%
17,568
+319
57
$2.82M 0.38%
34,408
+3,120
58
$2.75M 0.37%
10,093
+172
59
$2.7M 0.36%
7,942
+132
60
$2.64M 0.36%
22,091
+454
61
$2.5M 0.34%
45,768
+640
62
$2.49M 0.34%
111,900
+3,580
63
$2.44M 0.33%
6,827
-4
64
$2.42M 0.33%
10,353
+1,297
65
$2.39M 0.32%
56,817
+6,619
66
$2.2M 0.3%
21,275
-619
67
$2.06M 0.28%
25,906
-7,284
68
$2.04M 0.27%
38,889
-145
69
$2.02M 0.27%
14,060
+680
70
$1.95M 0.26%
5,495
-21
71
$1.92M 0.26%
3,248
+208
72
$1.89M 0.26%
33,951
+274
73
$1.88M 0.25%
40,501
-2,478
74
$1.88M 0.25%
15,821
-315
75
$1.67M 0.22%
17,141
+43
1 2
3
4 5