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
101
$894K 0.15%
+1,787
102
$886K 0.15%
+27,067
103
$883K 0.15%
+12,353
104
$866K 0.15%
+5,397
105
$835K 0.14%
+6,549
106
$824K 0.14%
+1,823
107
$818K 0.14%
+16,347
108
$813K 0.14%
+8,606
109
$805K 0.14%
+3,719
110
$804K 0.14%
+361
111
$798K 0.14%
+4,695
112
$788K 0.14%
+12,347
113
$786K 0.14%
+11,637
114
$782K 0.13%
+11,454
115
$779K 0.13%
+3,638
116
$775K 0.13%
+4,724
117
$766K 0.13%
+3,023
118
$758K 0.13%
+31,490
119
$751K 0.13%
+3,115
120
$746K 0.13%
+5,276
121
$742K 0.13%
+17,812
122
$738K 0.13%
+5,346
123
$737K 0.13%
+1,022
124
$700K 0.12%
+38,904
125
$689K 0.12%
+8,307
3 4
5
6 7