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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
101
$54.7K 0.05%
138
102
$54.1K 0.05%
736
103
$51.8K 0.05%
174
104
$51.6K 0.05%
1,000
105
$48K 0.04%
600
106
$47K 0.04%
514
107
$45.8K 0.04%
421
108
$44.4K 0.04%
750
109
$36K 0.03%
4,350
110
$35.9K 0.03%
515
111
$35.1K 0.03%
418
-25
112
$35.1K 0.03%
3,000
113
$33.8K 0.03%
55
114
$31.4K 0.03%
1,112
115
$31K 0.03%
145
116
$29.8K 0.03%
125
117
$28.8K 0.03%
242
-35
118
$28.4K 0.03%
435
119
$27.3K 0.02%
306
120
$27.1K 0.02%
250
121
$26.3K 0.02%
314
-256
122
$25.9K 0.02%
600
123
$25.8K 0.02%
136
124
$25.6K 0.02%
28
+9
125
$25K 0.02%
320
-503
3 4
5
6 7