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MFA
Mayflower Financial Advisors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
24.36%
This Fund
S&P 500
This Quarter
Est. Return
+11.42%
1 Year Est. Return
+24.36%
3 Year Est. Return
+68.75%
5 Year Est. Return
+72.53%
10 Year Est. Return
–
AUM
$580M
AUM Growth
–
Cap. Flow
+$558M
Cap. Flow
% of AUM
96.31%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$45.6M |
| 2 |
Wayfair
W
|
+$31.6M |
| 3 |
McDonald's
MCD
|
+$31.2M |
| 4 |
Duke Energy
DUK
|
+$25.6M |
| 5 |
Procter & Gamble
PG
|
+$21.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 12.5% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 7.7% |
| 4 | Utilities | 7.65% |
| 5 | Consumer Staples | 6.93% |
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Mayflower Financial Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Mayflower Financial Advisors, which disclosed 290 positions worth $580M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 127,988 shares worth $48M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, followed by Technology and Healthcare.
- Mayflower Financial Advisors's largest Q4 2020 buy was iShares Core S&P 500 ETF: 127,988 shares worth $48M.
- Mayflower Financial Advisors's ten largest holdings make up 39% of its $580M portfolio in Q4 2020.
- Mayflower Financial Advisors disclosed 290 positions in Q4 2020, its first 13F filing on record.
Based on Mayflower Financial Advisors's 13F filing for Q4 2020, filed 12 Apr 2021.