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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
$69.6M
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$482K
3
+$393K
4
RKLB icon
Rocket Lab Corp
RKLB
+$240K
5
DOW icon
Dow Inc
DOW
+$239K

Top Sells

1
+$8.74M
2
+$6.92M
3
+$2.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.96M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.58M

Sector Composition

1 Industrials 16.86%
2 Technology 12.92%
3 Consumer Discretionary 10.62%
4 Financials 10.61%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
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