MDA
Minot DeBlois Advisors Portfolio holdings
AUM
$106M
1 Year Est. Return
–
AUM
$100M
AUM Growth
-$9.13M
(-8.3%)
Holding
310
Top Buys
| 1 | +$780K | |
| 2 | +$127K | |
| 3 | +$125K | |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
+$62.2K |
| 5 |
Rogers Communications
RCI
|
+$55.9K |
Top Sells
| 1 | +$576K | |
| 2 | +$544K | |
| 3 | +$410K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$367K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$332K |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Healthcare | 7.03% |
| 3 | Financials | 6.97% |
| 4 | Communication Services | 6.92% |
| 5 | Consumer Staples | 5.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Wabtec
WAB
$33.2B
| – | – |
-1
|
|
||
302
West Pharmaceutical
WST
$19.5B
| – | – |
-14
|
|
||
|
CAFX
303
Congress Intermediate Bond ETF
CAFX
$365M
| – | – |
-1,192
|
|