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
$246M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$873K
3
+$690K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$594K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$413K

Top Sells

1
+$312K
2
+$281K
3
+$269K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$141K
5
BND icon
Vanguard Total Bond Market
BND
+$102K

Sector Composition

1 Financials 0.35%
2 Industrials 0.32%
3 Energy 0.25%
4 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.23%
3,058
-42
27
$512K 0.21%
8,341
-1,000
28
$461K 0.19%
4,207
-160
29
$442K 0.18%
5,060
-219
30
$389K 0.16%
3,438
+311
31
$376K 0.15%
2,304
-18
32
$343K 0.14%
2,693
33
$340K 0.14%
2,158
34
$290K 0.12%
2,618
35
$275K 0.11%
1,689
+42
36
$264K 0.11%
3,026
37
$263K 0.11%
2,186
+9
38
$249K 0.1%
2,999
-1,234
39
$202K 0.08%
3,961
1
2