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
126
$684K 0.12%
+11,364
127
$667K 0.12%
+1,878
128
$658K 0.11%
+9,017
129
$658K 0.11%
+18,156
130
$655K 0.11%
+3,365
131
$649K 0.11%
+3,566
132
$649K 0.11%
+3,842
133
$644K 0.11%
+5,459
134
$630K 0.11%
+5,570
135
$629K 0.11%
+4,913
136
$622K 0.11%
+7,269
137
$607K 0.1%
+3,507
138
$599K 0.1%
+2,875
139
$563K 0.1%
+26,328
140
$559K 0.1%
+4,838
141
$556K 0.1%
+2,725
142
$553K 0.1%
+5,035
143
$538K 0.09%
+6,161
144
$532K 0.09%
+16,000
145
$523K 0.09%
+8,930
146
$509K 0.09%
+57,885
147
$508K 0.09%
+2,397
148
$498K 0.09%
+1,920
149
$497K 0.09%
+11,094
150
$491K 0.08%
+1,477
4 5
6
7 8