MFS

McNamara Financial Services Portfolio holdings

AUM $504M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$641K
3
+$315K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$308K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$180K

Top Sells

1
+$248K
2
+$61.5K
3
+$20.6K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$16.9K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.1K

Sector Composition

1 Energy 0.35%
2 Industrials 0.27%
3 Consumer Staples 0.18%
4 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.14%
2,313
-24
27
$271K 0.13%
3,346
28
$246K 0.12%
1,761
-89
29
$232K 0.11%
2,193
-71
30
$224K 0.11%
4,292
31
$220K 0.11%
4,427
32
$208K 0.1%
3,826
-110
33
$208K 0.1%
4,291
1
2