MFS

Miller Financial Services Portfolio holdings

AUM $85.2M
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.78M
3 +$4.66M
4
AMZN icon
Amazon
AMZN
+$3.7M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.13%
2 Industrials 10.2%
3 Financials 10.15%
4 Consumer Discretionary 9.72%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$33.1K 0.03%
+14,600
127
$25.8K 0.02%
+25,000
128
$16.7K 0.01%
+1,252