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Home > Institutional Investor > Mayflower Financial Advisors, Llc > Profile

Instuitional Investor - Mayflower Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mayflower Financial Advisors, Llc
Portfolio Value $658,485,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 69,707 $39,168,226 5.95%
2.
Spdr Series Trust
 340,497 $22,391,089 3.4%
3.
Apple Inc.
 AAPL 86,526 $19,220,024 2.92%
4.
Microsoft Corp
 MSFT 42,493 $15,951,457 2.42%
5.
Ishares Tr - MSCI USA QLT FCT
 92,217 $15,758,326 2.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)