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
1
$62.5M 8.44%
138,190
+4,432
2
$40.5M 5.46%
162,528
3
$34.9M 4.71%
143,731
+35
4
$27.8M 3.76%
275,191
-1,183
5
$22.1M 2.99%
157,348
-25
6
$19.9M 2.69%
362,225
+15,115
7
$16.4M 2.22%
84,774
+156
8
$14.8M 1.99%
267,218
-370
9
$14.2M 1.92%
95,439
+349
10
$13.3M 1.8%
209,783
-677
11
$13.3M 1.8%
156,647
+7,587
12
$13M 1.75%
225,598
+48
13
$12.3M 1.65%
39,757
+156
14
$11.1M 1.5%
326,874
15
$10.8M 1.46%
132,016
+409
16
$10.1M 1.36%
93,650
+172
17
$10M 1.35%
89,788
+20,172
18
$9.89M 1.34%
129,422
-81,548
19
$9.85M 1.33%
21,846
-678
20
$9.79M 1.32%
84,490
+7,279
21
$9.77M 1.32%
203,966
+2,137
22
$9.62M 1.3%
404,568
-4,500
23
$8.77M 1.18%
78,013
-2,571
24
$7.97M 1.08%
176,652
+39,113
25
$7.54M 1.02%
72,290
+69,950
1
2 3 4 5