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
76
$315K 0.36%
13,725
+31
77
$314K 0.36%
1,874
-100
78
$312K 0.36%
9,524
-794
79
$308K 0.36%
8,959
-1,780
80
$306K 0.35%
8,880
-1,705
81
$299K 0.35%
2,657
-25
82
$294K 0.34%
2,373
+2
83
$288K 0.33%
1,242
+1
84
$284K 0.33%
1,500
85
$284K 0.33%
638
86
$274K 0.32%
771
87
$271K 0.31%
3,684
-16
88
$268K 0.31%
2,980
89
$255K 0.29%
510
90
$254K 0.29%
+1,980
91
$253K 0.29%
21,927
-215
92
$249K 0.29%
957
93
$240K 0.28%
850
94
$229K 0.26%
2,723
-650
95
$227K 0.26%
+1,555
96
$224K 0.26%
3,377
-55
97
$223K 0.26%
707
-16
98
$221K 0.26%
+4,675
99
$217K 0.25%
1,810
-20
100
$214K 0.25%
67,000
+16,000
1 2 3
4
5