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
101
$1.08M 0.15%
11,846
+30
102
$1.07M 0.14%
7,630
-513
103
$1.06M 0.14%
16,788
+43
104
$1.05M 0.14%
4,712
-71
105
$1.03M 0.14%
3,477
-98
106
$1.03M 0.14%
6,576
-131
107
$1.02M 0.14%
2,785
+40
108
$1.01M 0.14%
29,299
+2,037
109
$991K 0.13%
4,998
+322
110
$985K 0.13%
17,323
-154
111
$983K 0.13%
8,040
+348
112
$961K 0.13%
3,131
+65
113
$932K 0.13%
14,924
+6,982
114
$924K 0.12%
18,767
+2,566
115
$918K 0.12%
1,018
+52
116
$917K 0.12%
3,784
+35
117
$906K 0.12%
+13,539
118
$905K 0.12%
3,122
+3
119
$899K 0.12%
7,237
-346
120
$891K 0.12%
14,005
+5,833
121
$875K 0.12%
56,721
+561
122
$874K 0.12%
16,080
+224
123
$862K 0.12%
22,932
-18,853
124
$855K 0.12%
10,278
-74
125
$855K 0.12%
10,129
-63
3 4
5
6 7