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
76
$1.22M 0.21%
+22,570
77
$1.2M 0.21%
+3,348
78
$1.16M 0.2%
+55,911
79
$1.15M 0.2%
+34,777
80
$1.14M 0.2%
+12,980
81
$1.08M 0.19%
+35,734
82
$1.07M 0.19%
+4,676
83
$1.06M 0.18%
+9,775
84
$1.04M 0.18%
+3,399
85
$1.03M 0.18%
+8,685
86
$1.03M 0.18%
+12,078
87
$1.02M 0.18%
+18,531
88
$1.01M 0.17%
+8,090
89
$1.01M 0.17%
+2,888
90
$981K 0.17%
+1,783
91
$977K 0.17%
+22,023
92
$975K 0.17%
+18,616
93
$962K 0.17%
+16,479
94
$943K 0.16%
+21,540
95
$942K 0.16%
+7,379
96
$936K 0.16%
+5,310
97
$933K 0.16%
+4,192
98
$925K 0.16%
+7,898
99
$917K 0.16%
+14,145
100
$911K 0.16%
+3,913
2 3
4
5 6