- New Purchases: VO, YUM,
- Added Positions: IVV, SPEM, SPDW, SPAB, VB, MUB, TOTL, SPSM, VYM, SUB, VWO, VYMI, EBND, RWO, GWX, NUDM, SHYG, SRLN, BSV, VTV, VEA, TIP, DES, NUEM, VUG, SUSA,
- Reduced Positions: BIL, VIG, DEM, PRF, IWD, IWF, PG, VOT, PXF, VNQ, VOE,
For the details of McNamara Financial Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/mcnamara+financial+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of McNamara Financial Services, Inc.- iShares Core S&P 500 ETF (IVV) - 233,780 shares, 27.61% of the total portfolio. Shares added by 2.74%
- SPDR Portfolio Emerging Markets ETF (SPEM) - 1,518,660 shares, 17.70% of the total portfolio. Shares added by 3.52%
- SPDR Portfolio Developed World ex-US ETF (SPDW) - 1,397,420 shares, 13.87% of the total portfolio. Shares added by 2.39%
- SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,185,494 shares, 9.70% of the total portfolio. Shares added by 2.30%
- SPDR DoubleLine Total Return Tactical ETF (TOTL) - 545,528 shares, 7.23% of the total portfolio. Shares added by 1.19%
McNamara Financial Services, Inc. initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $229.3 and $249.17, with an estimated average price of $241.14. The stock is now traded at around $252.670000. The impact to a portfolio due to this purchase was 0.06%. The holding were 982 shares as of 2021-09-30.
New Purchase: Yum Brands Inc (YUM)McNamara Financial Services, Inc. initiated holding in Yum Brands Inc. The purchase prices were between $113.45 and $135.12, with an estimated average price of $126.79. The stock is now traded at around $126.570000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,671 shares as of 2021-09-30.
Added: iShares National Muni Bond ETF (MUB)McNamara Financial Services, Inc. added to a holding in iShares National Muni Bond ETF by 34.23%. The purchase prices were between $115.95 and $117.43, with an estimated average price of $116.89. The stock is now traded at around $115.530000. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,234 shares as of 2021-09-30.
Added: Vanguard High Dividend Yield Indx ETF (VYM)McNamara Financial Services, Inc. added to a holding in Vanguard High Dividend Yield Indx ETF by 23.96%. The purchase prices were between $101.6 and $107.59, with an estimated average price of $105.07. The stock is now traded at around $108.670000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,860 shares as of 2021-09-30.
Added: iShares Short-Term National Muni Bond ETF (SUB)McNamara Financial Services, Inc. added to a holding in iShares Short-Term National Muni Bond ETF by 34.71%. The purchase prices were between $107.5 and $107.9, with an estimated average price of $107.75. The stock is now traded at around $107.470000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,603 shares as of 2021-09-30.
Added: Vanguard International High Dividend Yield ETF (VYMI)McNamara Financial Services, Inc. added to a holding in Vanguard International High Dividend Yield ETF by 31.62%. The purchase prices were between $64.94 and $68.35, with an estimated average price of $67.1. The stock is now traded at around $68.510000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,910 shares as of 2021-09-30.
Added: SPDR Blackstone Senior Loan ETF (SRLN)McNamara Financial Services, Inc. added to a holding in SPDR Blackstone Senior Loan ETF by 23.67%. The purchase prices were between $45.28 and $45.94, with an estimated average price of $45.55. The stock is now traded at around $45.890000. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,445 shares as of 2021-09-30.
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