Long-term investor
Mayflower Financial Advisors, LLC @mayflowerfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001852930).
Record
- Tracked since 2025-06-30 (434 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months +8.6% · 1 year +15.9% · all +15.9%
- Max drawdown -3.0% · Sharpe 0.94 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 3.7% · long · since 2025-06-30
- SPYM · 3.6% · long · since 2025-06-30
- DUK · 3.2% · long · since 2025-06-30
- MCD · 2.3% · long · since 2025-06-30
- ABBV · 2.2% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- XOM · 1.9% · long · since 2025-06-30
- MO · 1.7% · long · since 2025-06-30
- IVW · 1.7% · long · since 2025-06-30
- SCHD · 1.6% · long · since 2025-06-30
- PG · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30