MFS
McNamara Financial Services Portfolio holdings
AUM
$504M
1-Year Return
10.41%
This Quarter Return
-0.37%
1 Year Return
+10.41%
3 Year Return
+29.61%
5 Year Return
+40.95%
10 Year Return
+80.49%
AUM
$465M
AUM Growth
+$39.5M
(+9.3%)
Cap. Flow
+$41.9M
Cap. Flow
% of AUM
9.01%
Top 10 Holdings %
Top 10 Hldgs %
81.49%
Holding
95
New
25
Increased
41
Reduced
21
Closed
6
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.27M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$4.73M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.45M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$2.75M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Consumer Staples | 0.47% |
| 3 | Financials | 0.28% |
| 4 | Energy | 0.14% |
| 5 | Consumer Discretionary | 0.12% |
