MFA

Mayflower Financial Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$750M
2
+$7.27M
3
+$7.22M
4
SPRU icon
Spruce Power Holding Corp
SPRU
+$2.09M
5
CVX icon
Chevron
CVX
+$2.01M

Top Sells

1
+$6.21M
2
+$677K
3
+$561K
4
MRK icon
Merck
MRK
+$554K
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
176
$544K 0.07%
3,073
-769
177
$542K 0.07%
3,348
+40
178
$538K 0.07%
4,984
+486
179
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2,340
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180
$535K 0.07%
1,032
+8
181
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2,093
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182
$529K 0.07%
7,076
+12
183
$526K 0.07%
2,303
+4
184
$526K 0.07%
24,000
185
$524K 0.07%
5,912
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186
$523K 0.07%
7,486
+203
187
$522K 0.07%
5,985
+47
188
$521K 0.07%
10,350
+4,750
189
$513K 0.07%
1,214
+2
190
$508K 0.07%
13,668
+2,174
191
$503K 0.07%
6,311
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192
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10,838
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193
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1,411
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194
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2,806
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195
$482K 0.07%
6,596
+4
196
$481K 0.06%
13,312
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197
$476K 0.06%
5,855
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198
$466K 0.06%
8,304
+288
199
$466K 0.06%
4,838
+103
200
$462K 0.06%
1,911
-1
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8
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