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
176
$361K 0.06%
+1,370
177
$353K 0.06%
+11,679
178
$352K 0.06%
+13,735
179
$352K 0.06%
+6,041
180
$350K 0.06%
+1,663
181
$350K 0.06%
+8,242
182
$348K 0.06%
+1
183
$346K 0.06%
+3,731
184
$346K 0.06%
+4,749
185
$345K 0.06%
+2,656
186
$338K 0.06%
+9,381
187
$338K 0.06%
+5,029
188
$337K 0.06%
+6,230
189
$336K 0.06%
+1,373
190
$335K 0.06%
+10,004
191
$333K 0.06%
+2,365
192
$333K 0.06%
+2,750
193
$333K 0.06%
+4,160
194
$331K 0.06%
+1,266
195
$331K 0.06%
+5,966
196
$330K 0.06%
+1,347
197
$327K 0.06%
+8,723
198
$326K 0.06%
+5,704
199
$321K 0.06%
+3,073
200
$318K 0.05%
+3,249
6 7
8
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