MFS
McNamara Financial Services Portfolio holdings
AUM
$528M
1-Year Est. Return
14.85%
This Fund
S&P 500
1 Year Est. Return
+14.85%
AUM
$528M
AUM Growth
+$1.21M
(+0.23%)
Holding
103
Top Buys
| 1 | +$4.98M | |
| 2 | +$1.51M | |
| 3 | +$1.02M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$695K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$542K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$296K | |
| 3 | +$289K | |
| 4 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$220K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$203K |
Sector Composition
| 1 | Technology | 1.23% |
| 2 | Industrials | 0.42% |
| 3 | Consumer Staples | 0.39% |
| 4 | Financials | 0.36% |
| 5 | Energy | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Palo Alto Networks
PANW
$149B
| – | – |
-1,568
|
|
||
|
102
Vanguard Mid-Cap ETF
VO
$25.1B
| – | – |
-700
|
|
||
103
Wells Fargo
WFC
$246B
| – | – |
-2,163
|
|