MDA
Minot DeBlois Advisors Portfolio holdings
AUM
$111M
1-Year Est. Return
15.52%
This Fund
S&P 500
1 Year Est. Return
+15.52%
AUM
$110M
AUM Growth
+$4.81M
(+4.6%)
Holding
259
Top Buys
| 1 | +$603K | |
| 2 | +$266K | |
| 3 | +$200K | |
| 4 |
Accenture
ACN
|
+$73.8K |
| 5 |
Salesforce
CRM
|
+$65.6K |
Top Sells
| 1 | +$337K | |
| 2 | +$149K | |
| 3 | +$147K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$126K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Edison International
EIX
$28.4B
| – | – |
-143
|
|