Mayflower Financial Advisors, LLC

CIK 0001852930 · Q1 2026

13F Equity AUM

$823.9M

-0.4% QoQ

Positions

444

+30 QoQ

AUM Rank

#3,174

Top 26%

Skill Alpha (FF)

-3.8%/yr

Underperformer

Rank #6,902 · Top 84%

vs S&P -7.8%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 14.7%Top 10: 23.0%Top 20: 34.9%

IVV4.5%

SPYM3.5%

AAPL2.7%

MSFT2.0%

QUAL2.0%

SCHD2.0%

IVW1.7%

IVE1.6%

VTEB1.5%

NVDA1.5%

Others (434)77.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services66.4%

Technology11.1%

Communication Services4.0%

Healthcare3.8%

Industrials3.5%

Consumer Cyclical2.7%

Consumer Defensive2.2%

Energy2.2%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 444Median: 0.08%Avg: 0.23%

0–0.5%

387(41.0%)

0.5–1%

40(27.0%)

1–3%

15(24.0%)

3–5%

2(8.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 439Unique: 5vs 20 funds

6%Low

444

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.1%

JPMORGAN CHASE & CO

8.7%

BANK OF AMERICA CORP /DE/

8.9%

FMR LLC

12.5%

BlackRock, Inc.

8.6%

STATE STREET CORP

VANGUARD CAPITAL MANAGEMENT LLC

6.2%

GEODE CAPITAL MANAGEMENT, LLC

5.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New54Increased221Decreased127Exited23

New Positions

CORO0.8%

+196K

BLCR0.4%

+82K

SPYD0.2%

+34K

TTE0.2%

+16K

JPEF0.2%

+18K

VCRB0.1%

+15K

DFUV0.1%

+22K

LMUB0.1%

+22K

PVAL0.1%

+18K

JGRO0.1%

+7K

Increased

GOVT0.5%

+167K(+1096%)

VRIG0.5%

+115K(+194%)

ACWX1.0%

+85K(+264%)

SPYM3.5%

+51K(+16%)

JAAA0.3%

+51K(+813%)

SCHZ1.3%

+24K(+5%)

FDVV0.2%

+20K(+485%)

SHLD0.4%

+19K(+65%)

XTEN0.9%

+18K(+13%)

BNDX0.1%

+13K(+224%)

Decreased

W0.2%

-145,291(-89%)

XLG0.1%

-138,768(-88%)

IEMG0.6%

-75,023(-51%)

EFV0.7%

-39,951(-33%)

DYNF1.4%

-31,640(-14%)

GLDM0.3%

-21,573(-49%)

BINC0.5%

-14,432(-16%)

QYLD0.1%

-10,856(-16%)

DWD0.6%

-8,999(-24%)

EMB0.0%

-8,984(-76%)

Exited

-4,216

-9,353

-3,916

-4,652

-4,300

-8,799

-3,954

-4,277

-751

-2,602

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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