We are live on ! Find out more
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
51
$535K 0.62%
3,445
-45
52
$531K 0.61%
14,650
53
$524K 0.61%
6,392
+2
54
$507K 0.59%
20,302
-385
55
$500K 0.58%
1,093
56
$492K 0.57%
1,956
57
$480K 0.55%
10,010
58
$459K 0.53%
4,006
-30
59
$458K 0.53%
17,981
-212
60
$458K 0.53%
1,800
-5
61
$455K 0.53%
6,783
-495
62
$430K 0.5%
1,947
+1
63
$409K 0.47%
31,110
+1,050
64
$401K 0.46%
6,047
-2,241
65
$382K 0.44%
1,105
-73
66
$368K 0.43%
14,451
+610
67
$360K 0.42%
1,928
+1
68
$359K 0.41%
7,310
69
$356K 0.41%
5,102
-320
70
$344K 0.4%
53,375
-10,616
71
$339K 0.39%
10,961
72
$338K 0.39%
+3,695
73
$338K 0.39%
6,561
+1,202
74
$334K 0.39%
824
+69
75
$334K 0.39%
1,799
-11
1 2
3
4 5