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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
$110M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$266K
3
+$200K
4
ACN icon
Accenture
ACN
+$73.8K
5
CRM icon
Salesforce
CRM
+$65.6K

Top Sells

1
+$337K
2
+$149K
3
+$147K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$126K
5
IEMG icon
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
26
$1.19M 1.08%
1,233
+43
27
$1.18M 1.07%
8,434
+109
28
$1.17M 1.06%
8,067
-9
29
$1.08M 0.98%
5,830
-210
30
$1.07M 0.97%
8,363
-542
31
$1.06M 0.96%
15,551
-437
32
$1.03M 0.93%
4,199
+30
33
$997K 0.9%
4,205
+260
34
$947K 0.86%
5,660
-366
35
$946K 0.86%
6,156
+200
36
$929K 0.84%
3,328
+17
37
$919K 0.83%
5,381
-168
38
$893K 0.81%
8,665
-285
39
$873K 0.79%
5,922
-194
40
$853K 0.77%
19,410
-142
41
$852K 0.77%
7,557
+61
42
$849K 0.77%
12,690
+76
43
$809K 0.73%
3,749
-35
44
$809K 0.73%
12,060
+65
45
$793K 0.72%
10,503
+70
46
$695K 0.63%
3,504
+38
47
$681K 0.62%
26,718
+250
48
$646K 0.59%
7,329
-180
49
$641K 0.58%
4,380
+281
50
$635K 0.58%
3,450
+265
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2
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