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
126
$832K 0.11%
1,308
-95
127
$823K 0.11%
5,184
-31
128
$818K 0.11%
5,185
+69
129
$817K 0.11%
20,597
-165
130
$811K 0.11%
3,966
+1,006
131
$808K 0.11%
4,017
+42
132
$802K 0.11%
5,400
+40
133
$792K 0.11%
3,606
+114
134
$786K 0.11%
15,004
+2,480
135
$780K 0.11%
57,911
136
$771K 0.1%
+41,947
137
$771K 0.1%
3,385
-35
138
$770K 0.1%
38,628
-100
139
$754K 0.1%
12,604
+6,454
140
$741K 0.1%
8,359
-38
141
$740K 0.1%
11,293
142
$738K 0.1%
+7,199
143
$725K 0.1%
13,825
+2,092
144
$723K 0.1%
7,544
-75
145
$722K 0.1%
27,978
146
$715K 0.1%
8,923
-133
147
$714K 0.1%
29,727
148
$713K 0.1%
8,748
+452
149
$701K 0.09%
5,792
150
$695K 0.09%
1,022
+1
4 5
6
7 8