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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
$100M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$125K
3
+$125K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$62.1K
5
RCI icon
Rogers Communications
RCI
+$59K

Top Sells

1
+$601K
2
+$536K
3
+$430K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$366K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$327K

Sector Composition

1 Technology 17.1%
2 Healthcare 7.03%
3 Financials 6.97%
4 Communication Services 6.92%
5 Consumer Staples 5.4%
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