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
$164M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$31.4M
3
+$25.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$9.09M

Top Sells

1
+$3.35M
2
+$3.34M
3
+$3.32M
4
AMZN icon
Amazon
AMZN
+$3.2M
5
AAPL icon
Apple
AAPL
+$3.1M

Sector Composition

1 Energy 0.74%
2 Industrials 0.17%
3 Utilities 0.13%
4 Communication Services 0.13%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-30,000
89
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-14,675
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4