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
151
$677K 0.09%
+6,540
152
$673K 0.09%
17,749
+96
153
$672K 0.09%
10,514
+314
154
$663K 0.09%
5,006
155
$659K 0.09%
+10,288
156
$656K 0.09%
4,378
+2,704
157
$654K 0.09%
1,400
+121
158
$652K 0.09%
6,715
+253
159
$643K 0.09%
8,033
+1,429
160
$638K 0.09%
1,547
-2
161
$622K 0.08%
8,777
+38
162
$617K 0.08%
18,306
-27
163
$616K 0.08%
16,776
-161
164
$615K 0.08%
3,714
+4
165
$613K 0.08%
2,058
+432
166
$610K 0.08%
2,252
+14
167
$606K 0.08%
2,386
+13
168
$606K 0.08%
47,273
169
$601K 0.08%
559,811
+14
170
$600K 0.08%
8,358
+522
171
$587K 0.08%
7,941
+1,008
172
$587K 0.08%
838
+441
173
$586K 0.08%
2,441
-118
174
$584K 0.08%
9,140
+120
175
$570K 0.08%
5,875
-50
5 6
7
8 9