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MFS

Miller Financial Services Portfolio holdings

AUM $89.7M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.5M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$804K
3
+$610K
4
ISRG icon
Intuitive Surgical
ISRG
+$600K
5
UPS icon
United Parcel Service
UPS
+$598K

Top Sells

1
+$1.29M
2
+$464K
3
+$205K
4
CTVA icon
Corteva
CTVA
+$201K
5
JOBY icon
Joby Aviation
JOBY
+$149K

Sector Composition

1 Technology 14.51%
2 Industrials 13.44%
3 Consumer Discretionary 10.22%
4 Financials 10.04%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 1.05%
1,239
-7
27
$888K 1.03%
5,977
-271
28
$886K 1.02%
19,642
+738
29
$880K 1.02%
20,024
+801
30
$863K 1%
1,518
-17
31
$834K 0.96%
6,223
-42
32
$820K 0.95%
4,396
-161
33
$809K 0.94%
1,215
+192
34
$804K 0.93%
869
35
$796K 0.92%
23,280
-380
36
$768K 0.89%
11,627
-173
37
$743K 0.86%
28,560
-1,280
38
$742K 0.86%
12,124
+1,730
39
$695K 0.8%
9,097
-1,545
40
$634K 0.73%
3,788
41
$622K 0.72%
14,639
+3
42
$583K 0.67%
10,260
+2,360
43
$573K 0.66%
12,390
-284
44
$573K 0.66%
7,703
-1,340
45
$560K 0.65%
1,174
-35
46
$559K 0.65%
+1,251
47
$552K 0.64%
3,409
-26
48
$544K 0.63%
19,709
49
$542K 0.63%
1,785
-20
50
$542K 0.63%
232
+48
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2
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