MFS
McNamara Financial Services Portfolio holdings
AUM
$504M
This Quarter Return
-0.7%
1 Year Return
+10.41%
3 Year Return
+29.61%
5 Year Return
+40.95%
10 Year Return
+80.49%
AUM
$246M
AUM Growth
+$246M
(+3%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
87.34%
Holding
39
New
1
Increased
10
Reduced
23
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.44M |
| 2 |
Independent Bank
INDB
|
$873K |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$690K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$594K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$413K |
Top Sells
Sector Composition
| 1 | Financials | 0.35% |
| 2 | Industrials | 0.32% |
| 3 | Energy | 0.25% |
| 4 | Consumer Staples | 0.19% |
