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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
76
$148K 0.13%
1,025
-50
77
$147K 0.13%
675
-40
78
$145K 0.13%
515
-60
79
$120K 0.11%
1,324
80
$115K 0.1%
880
81
$112K 0.1%
1,135
82
$111K 0.1%
555
83
$110K 0.1%
1,158
-50
84
$108K 0.1%
1,625
-100
85
$104K 0.09%
1,190
-85
86
$103K 0.09%
2,041
87
$87K 0.08%
215
88
$80.6K 0.07%
400
-25
89
$77.6K 0.07%
299
90
$77.3K 0.07%
116
91
$74.3K 0.07%
307
+69
92
$70.3K 0.06%
499
+149
93
$69.9K 0.06%
327
94
$67.6K 0.06%
534
95
$60.2K 0.05%
200
96
$60.1K 0.05%
14
97
$58.6K 0.05%
995
98
$58K 0.05%
500
99
$57.2K 0.05%
193
100
$55.7K 0.05%
750
2 3
4
5 6