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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
126
$23.9K 0.02%
85
-15
127
$23.3K 0.02%
150
128
$19.9K 0.02%
180
129
$19.1K 0.02%
205
130
$18.6K 0.02%
195
131
$18.3K 0.02%
130
-152
132
$18.2K 0.02%
100
133
$17.9K 0.02%
100
134
$16.2K 0.01%
371
-2,008
135
$15.8K 0.01%
50
136
$14.6K 0.01%
350
-54
137
$14.5K 0.01%
42
-20
138
$12.5K 0.01%
250
139
$12.3K 0.01%
76
140
$12.3K 0.01%
+44
141
$11.7K 0.01%
36
142
$11.5K 0.01%
150
143
$11.4K 0.01%
76
144
$10.8K 0.01%
90
145
$10.5K 0.01%
250
-114
146
$10.5K 0.01%
65
-25
147
$10.4K 0.01%
17
148
$9.94K 0.01%
45
-5
149
$9.33K 0.01%
75
-25
150
$8.97K 0.01%
119
4 5
6
7 8