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
201
$318K 0.05%
+3,843
202
$312K 0.05%
+5,166
203
$305K 0.05%
+1,725
204
$305K 0.05%
+2,104
205
$305K 0.05%
+6,348
206
$303K 0.05%
+2,278
207
$297K 0.05%
+8,008
208
$297K 0.05%
+878
209
$295K 0.05%
+6,650
210
$294K 0.05%
+5,791
211
$288K 0.05%
+2,104
212
$288K 0.05%
+1,526
213
$286K 0.05%
+4,893
214
$283K 0.05%
+2,647
215
$282K 0.05%
+6,129
216
$281K 0.05%
+17,103
217
$279K 0.05%
+3,713
218
$278K 0.05%
+7,219
219
$272K 0.05%
+1,915
220
$270K 0.05%
+540
221
$263K 0.05%
+4,256
222
$262K 0.05%
+790
223
$261K 0.05%
+5,603
224
$257K 0.04%
+2,423
225
$256K 0.04%
+1,636
7 8
9
10 11