MCNAMARA FINANCIAL Overview

Mcnamara Financial Services Inc. is an investment advisor that manages 327.1 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 179MM in positions, representing 55% of the manager's regulatory AUM.

MCNAMARA FINANCIAL StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MCNAMARA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 23.24% ETF 1.54% -0.01% 0 9%
TOTL 18.79% ETF -2.25% -0.52% 3 3%
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FEATURED IN
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MCNAMARA FINANCIAL Founders and Key Employees

Name Title In Position Since
Michael J. Mcnamara President & Director December-2005
Alyssa M. Reed Chief Compliance Officer, Secretary,Treasurer December-2005
Justin J. Mcnamara Vice President December-2005

MCNAMARA FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

MCNAMARA FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss………11

ITEM 9...
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MCNAMARA FINANCIAL Portfolio Concentration

MCNAMARA FINANCIAL Location

1020 PLAIN STREET
SUITE 200
MARSHFIELD, Massachusetts
UNITED STATES, 02050

MCNAMARA FINANCIAL Contact Information

Phone Number: 781-834-2010
Fax Number: 781-834-2056
Website:

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