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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
176
$5.32K ﹤0.01%
65
177
$5.23K ﹤0.01%
25
178
$5.04K ﹤0.01%
235
179
$5.03K ﹤0.01%
160
-75
180
$4.93K ﹤0.01%
40
181
$4.83K ﹤0.01%
100
182
$4.83K ﹤0.01%
25
183
$4.81K ﹤0.01%
25
184
$4.5K ﹤0.01%
50
185
$4.47K ﹤0.01%
100
-110
186
$4.41K ﹤0.01%
24
187
$4.41K ﹤0.01%
45
188
$4.36K ﹤0.01%
58
189
$4.22K ﹤0.01%
115
190
$4.2K ﹤0.01%
50
191
$4.12K ﹤0.01%
50
192
$4.09K ﹤0.01%
15
193
$3.93K ﹤0.01%
50
194
$3.92K ﹤0.01%
50
-26
195
$3.92K ﹤0.01%
10
196
$3.79K ﹤0.01%
45
197
$3.63K ﹤0.01%
51
-30
198
$3.51K ﹤0.01%
10
-5
199
$3.5K ﹤0.01%
4
-1
200
$3.42K ﹤0.01%
72
6 7
8
9 10