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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
51
$630K 0.57%
18,281
+227
52
$598K 0.54%
38,601
+249
53
$573K 0.52%
7,706
+128
54
$563K 0.51%
7,131
+7
55
$537K 0.49%
6,345
+21
56
$532K 0.48%
3,002
-310
57
$529K 0.48%
6,618
-576
58
$521K 0.47%
8,868
-11
59
$518K 0.47%
15,067
+225
60
$517K 0.47%
1,700
+35
61
$515K 0.47%
15,355
+345
62
$505K 0.46%
10,014
+834
63
$484K 0.44%
6,502
+768
64
$478K 0.43%
5,720
+580
65
$478K 0.43%
1,965
-235
66
$474K 0.43%
5,029
+60
67
$462K 0.42%
8,288
-11
68
$448K 0.41%
6,263
-60
69
$384K 0.35%
7,848
+608
70
$356K 0.32%
3,450
-150
71
$295K 0.27%
3,160
72
$244K 0.22%
2,900
73
$219K 0.2%
4,100
-380
74
$200K 0.18%
+1,987
75
$151K 0.14%
300
-15
1 2
3
4 5