Portfolio (Quarterly)
Guide ↗
Mayflower Financial Advisors, LLC
· CIK 0001852930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 16,173 | $3.7M | 0.44% | SOLD |
| 2 | — PUT | STATE STR SPDR S&P 500 ETF T | — | 1,100 | $715K | 0.09% | SOLD |
| 3 | FNF | FIDELITY NATL FINL INC | Financial Services | 13,600 | $631K | 0.08% | SOLD |
| 4 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,359 | $322K | 0.04% | SOLD |
| 5 | INTU | INTUIT | Technology | 726 | $314K | 0.04% | SOLD |
| 6 | NEAR | ISHARES U S ETF TR | — | 5,041 | $256K | 0.03% | SOLD |
| 7 | TLT | ISHARES TR | — | 2,735 | $237K | 0.03% | SOLD |
| 8 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 491 | $226K | 0.03% | SOLD |
| 9 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,092 | $225K | 0.03% | SOLD |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 7,947 | $216K | 0.03% | SOLD |
Sector Allocation
Technology
21.1%
Financial Services
14.9%
Healthcare
11.4%
Utilities
11.3%
Consumer Defensive
9.8%
Consumer Cyclical
8.7%
Energy
7.7%
Communication Services
7.3%
Industrials
6.3%
Basic Materials
1.1%