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
76
$1.64M 0.22%
12,912
-316
77
$1.61M 0.22%
9,391
+256
78
$1.57M 0.21%
28,995
-5,300
79
$1.5M 0.2%
22,962
+354
80
$1.47M 0.2%
27,777
+3,544
81
$1.46M 0.2%
22,765
-723
82
$1.4M 0.19%
19,015
+25
83
$1.38M 0.19%
4,803
-87
84
$1.37M 0.18%
3,225
+118
85
$1.37M 0.18%
9,695
+175
86
$1.29M 0.17%
3,479
+957
87
$1.28M 0.17%
11,957
+159
88
$1.25M 0.17%
8,793
+177
89
$1.19M 0.16%
11,083
+661
90
$1.19M 0.16%
5,558
+242
91
$1.16M 0.16%
10,178
-701
92
$1.16M 0.16%
469
+2
93
$1.14M 0.15%
21,075
+733
94
$1.14M 0.15%
8,875
+384
95
$1.13M 0.15%
3,122
+2
96
$1.11M 0.15%
5,374
-834
97
$1.11M 0.15%
21,690
+60
98
$1.1M 0.15%
3,748
+89
99
$1.08M 0.15%
5,026
+630
100
$1.08M 0.15%
12,756
+341
2 3
4
5 6