MDA

Minot DeBlois Advisors Portfolio holdings

AUM $110M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
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 +$607K
2 +$268K
3 +$200K
4
ACN icon
Accenture
ACN
+$69.8K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$64.2K

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
GBG
251
DELISTED
GREAT BASIN GOLD LTD
GBG
-800