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
151
$489K 0.08%
+7,928
152
$480K 0.08%
+7,035
153
$476K 0.08%
+9,203
154
$467K 0.08%
+3,333
155
$466K 0.08%
+15,810
156
$465K 0.08%
+2,338
157
$457K 0.08%
+8,701
158
$455K 0.08%
+24,000
159
$452K 0.08%
+5,633
160
$433K 0.07%
+1,149
161
$430K 0.07%
+5,785
162
$416K 0.07%
+6,428
163
$414K 0.07%
+1,901
164
$399K 0.07%
+2,603
165
$399K 0.07%
+1,787
166
$391K 0.07%
+1,784
167
$386K 0.07%
+5,631
168
$384K 0.07%
+4,435
169
$380K 0.07%
+13,575
170
$378K 0.07%
+4,131
171
$377K 0.07%
+4,364
172
$376K 0.06%
+1,377
173
$373K 0.06%
+4,646
174
$364K 0.06%
+3,438
175
$362K 0.06%
+12,280
5 6
7
8 9