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  Name: McNamara Financial Services Inc.
  City: MARSHFIELD
  State: MA
  Zip: 02050
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $467,478,000
  Total Value Change : $20,418,000
  Securities Held Change : 2
   
All Securities Held : 68
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 7
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 70 Closed $76.40 $0 0 0% -241,000 -3,125 0    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 69 Closed $211.82 $0 0 0% -201,000 -1,045 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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