Long-term investor
Mcnamara Financial Services, Inc. @mcnamarafinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001622431).
Record
- Tracked since 2025-06-30 (445 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +15.9% · all +15.9%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPDW · 18.2% · long · since 2025-06-30
- IVV · 15.7% · long · since 2025-06-30
- SPEM · 7.7% · long · since 2025-06-30
- VUG · 7.0% · long · since 2025-06-30
- BIL · 6.0% · long · since 2025-06-30
- SPYV · 6.0% · long · since 2025-12-31
- FMDE · 5.4% · long · since 2025-12-31
- DFAS · 4.0% · long · since 2025-09-30
- PMBS · 3.9% · long · since 2025-12-31
- MUB · 2.5% · long · since 2025-06-30
- SGOV · 1.5% · long · since 2025-06-30
- CGMU · 1.4% · long · since 2025-12-31