MFS

Mattson Financial Services Portfolio holdings

AUM $428M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.1M
2
+$56.4K
3
+$52.5K
4
AAPL icon
Apple
AAPL
+$51.6K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$47.3K

Sector Composition

1 Technology 15.22%
2 Financials 12.55%
3 Healthcare 11.66%
4 Consumer Discretionary 8.71%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$914 ﹤0.01%
22
252
$901 ﹤0.01%
13
253
$837 ﹤0.01%
20
254
$774 ﹤0.01%
3
255
$766 ﹤0.01%
21
256
$764 ﹤0.01%
7
257
$747 ﹤0.01%
2
258
$713 ﹤0.01%
5
259
$685 ﹤0.01%
3
260
$640 ﹤0.01%
3
261
$621 ﹤0.01%
3
262
$591 ﹤0.01%
3
263
$540 ﹤0.01%
10
264
$515 ﹤0.01%
16
265
$453 ﹤0.01%
2
266
$411 ﹤0.01%
3
267
$156 ﹤0.01%
6
268
$27 ﹤0.01%
1
269
– –
0
270
$14 ﹤0.01%
1
7 8 9 10
11