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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
201
$3.33K ﹤0.01%
85
-53
202
$3.28K ﹤0.01%
25
203
$3.2K ﹤0.01%
30
204
$3.17K ﹤0.01%
47
205
$3.09K ﹤0.01%
25
-25
206
$2.96K ﹤0.01%
44
-21
207
$2.84K ﹤0.01%
5
208
$2.83K ﹤0.01%
100
-52
209
$2.7K ﹤0.01%
10
-10
210
$2.39K ﹤0.01%
10
211
$2.13K ﹤0.01%
10
-25
212
$2.09K ﹤0.01%
300
213
$1.99K ﹤0.01%
40
214
$1.96K ﹤0.01%
50
-50
215
$1.89K ﹤0.01%
79
216
$1.85K ﹤0.01%
5
217
$1.82K ﹤0.01%
25
218
$1.81K ﹤0.01%
25
219
$1.76K ﹤0.01%
5
220
$1.71K ﹤0.01%
30
-100
221
$1.59K ﹤0.01%
5
222
$1.49K ﹤0.01%
25
223
$1.49K ﹤0.01%
25
-25
224
$1.44K ﹤0.01%
25
225
$1.34K ﹤0.01%
10
-5
7 8
9
10 11