We are live on ! Find out more
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
151
$8.63K 0.01%
25
152
$8.05K 0.01%
25
153
$7.85K 0.01%
65
154
$7.69K 0.01%
25
155
$7.55K 0.01%
165
156
$7.32K 0.01%
35
157
$7.13K 0.01%
15
158
$6.83K 0.01%
10
159
$6.83K 0.01%
250
-197
160
$6.68K 0.01%
25
161
$6.6K 0.01%
20
-5
162
$6.5K 0.01%
100
163
$6.36K 0.01%
13
164
$6.33K 0.01%
100
165
$6.25K 0.01%
100
166
$6.1K 0.01%
100
167
$6.02K 0.01%
115
168
$6K 0.01%
10
169
$5.87K 0.01%
150
170
$5.75K 0.01%
75
171
$5.73K 0.01%
60
172
$5.69K 0.01%
10
-5
173
$5.55K 0.01%
50
174
$5.33K ﹤0.01%
15
175
$5.33K ﹤0.01%
40
5 6
7
8 9