test

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
SCHDSchwab Strategic Tr
Recent Activity
Increased 26.11%
0.96%
$6.348M
75,106 shares@ $84.53 avg price
EFVIshares Tr
Recent Activity
Increased 148.36%
0.95%
$6.305M
109,592 shares@ $57.54 avg price
EFGIshares Tr
Recent Activity
Decreased -3.25%
0.9%
$5.962M
55,385 shares@ $107.65 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.96%
0.89%
$5.876M
31,536 shares@ $186.34 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.22%
0.87%
$5.781M
109,459 shares@ $52.82 avg price
MATVMativ Holdings Inc
Recent Activity
Decreased -0.05%
0.87%
$5.778M
340,100 shares@ $16.99 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -28.58%
0.86%
$5.698M
75,855 shares@ $75.12 avg price
IVEIshares Tr
Recent Activity
Increased 5.66%
0.84%
$5.567M
28,237 shares@ $197.17 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -1.91%
0.84%
$5.522M
9,693 shares@ $569.67 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -9.62%
0.8%
$5.286M
18,667 shares@ $283.17 avg price