Portfolio (Quarterly)
Guide ↗
McNamara Financial Services, Inc.
· CIK 0001622431| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | DXLG | DESTINATION XL GROUP INC | Consumer Cyclical | 13,867.0 | $13K | 0.00% | NEW | — | $0.92 | -23.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.0%
Financial Services
14.2%
Consumer Defensive
12.2%
Industrials
10.3%
Consumer Cyclical
5.4%
Energy
4.3%
Communication Services
3.4%
Utilities
3.4%
Healthcare
2.9%