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Vinson Brod

@Mayflower Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$664.453MTotal holdings372
Assets growth rate9.1%Assets growth rate (2-Q avg)5.46%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayflower Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 372 positions.

Assets under management

The assets under management (AUM) of Mayflower Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 664.453M in assets, with a quarterly growth rate of 9.1% and a 2-quarter average growth rate of 5.46%. The portfolio is managed by Vinson Brod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HEFAIshares Tr
Recent Activity
Exited
0%
$1.064M
29,913 shares@ $35.56 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$366,192
1,891 shares@ $193.65 avg price
MARMarriott Intl Inc New
Recent Activity
Exited
0%
$321,796
1,331 shares@ $241.78 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$225,134
954 shares@ $235.99 avg price
PSKSpdr Ser Tr
Recent Activity
Exited
0%
$211,214
6,225 shares@ $33.93 avg price
BPBp Plc
Recent Activity
Exited
0%
$210,788
5,839 shares@ $36.11 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$200,007
8,365 shares@ $23.91 avg price
SPHSuburban Propane Partners L
Recent Activity
Exited
0%
$189,900
10,000 shares@ $18.99 avg price
CRSPCrispr Therapeutics Ag
Recent Activity
Exited
0%
$79,175
13,558 shares@ $5.84 avg price
DPRODraganfly Inc.
Recent Activity
Exited
0%
$2,635
11,260 shares@ $0.24 avg price