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
$295M
AUM Growth
-$218K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.14K
2
+$2.75K

Top Sells

1
+$298K
2
+$84.7K
3
+$54.5K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$54.1K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$24.2K

Sector Composition

1 Consumer Staples 0.49%
2 Technology 0.28%
3 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.17%
2,167
27
$475K 0.16%
9,532
28
$396K 0.13%
5,010
29
$395K 0.13%
1,823
30
$358K 0.12%
8,142
31
$343K 0.12%
13,034
32
$340K 0.12%
5,637
33
$317K 0.11%
2,280
34
$315K 0.11%
2,666
35
$298K 0.1%
2,023
-2,023
36
$296K 0.1%
2,834
37
$291K 0.1%
1,557
38
$288K 0.1%
2,895
39
$278K 0.09%
13,822
40
$264K 0.09%
5,798
41
$244K 0.08%
7,099
42
$233K 0.08%
4,324
43
$219K 0.07%
2,488
44
$213K 0.07%
8,306
45
$209K 0.07%
7,372
46
$204K 0.07%
3,926
47
$203K 0.07%
2,440
48
$43K 0.01%
31,016
1
2