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MDA

Minot DeBlois Advisors Portfolio holdings

AUM $110M
1-Year Est. Return 15.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$266K
3
+$200K
4
ACN icon
Accenture
ACN
+$73.8K
5
CRM icon
Salesforce
CRM
+$65.6K

Top Sells

1
+$337K
2
+$149K
3
+$147K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$98.4K

Sector Composition

1 Technology 18.13%
2 Communication Services 8.08%
3 Financials 6.66%
4 Healthcare 6.38%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32K ﹤0.01%
15
-100
227
$1.27K ﹤0.01%
10
-4
228
$1.07K ﹤0.01%
50
229
$897 ﹤0.01%
100
230
$863 ﹤0.01%
6
+1
231
$816 ﹤0.01%
15
-10
232
$379 ﹤0.01%
5
-10
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$140 ﹤0.01%
6
234
$98 ﹤0.01%
11
235
$81 ﹤0.01%
5
236
$57 ﹤0.01%
2,000
237
$35 ﹤0.01%
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