MDA

Minot DeBlois Advisors Portfolio holdings

AUM $111M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$588K
2 +$120K
3 +$117K
4
NOW icon
ServiceNow
NOW
+$111K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$93.5K

Top Sells

1 +$215K
2 +$162K
3 +$129K
4
FTV icon
Fortive
FTV
+$128K
5
ADP icon
Automatic Data Processing
ADP
+$127K

Sector Composition

1 Technology 18.02%
2 Communication Services 7.49%
3 Financials 7.14%
4 Healthcare 6.49%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+800