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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
1
$4.05M 4.68%
10,827
-3,550
2
$3.92M 4.53%
40,619
+3,474
3
$3.86M 4.46%
15,145
-198
4
$3.19M 3.69%
35,723
+11,583
5
$2.87M 3.32%
108,611
-19,534
6
$2.79M 3.23%
12,718
+686
7
$2.66M 3.08%
11,012
-161
8
$2.46M 2.84%
29,444
+6,603
9
$2.12M 2.45%
50,047
-550
10
$1.98M 2.29%
33,630
+10,389
11
$1.65M 1.9%
16,434
-51
12
$1.64M 1.9%
4,804
13
$1.63M 1.89%
3,156
-33
14
$1.58M 1.82%
55,696
-343
15
$1.57M 1.81%
11,147
+1,373
16
$1.44M 1.66%
2,934
+252
17
$1.43M 1.65%
14,603
+35
18
$1.35M 1.56%
6,279
-208
19
$1.3M 1.5%
70,999
+41,914
20
$1.23M 1.42%
2,444
21
$1.1M 1.27%
27,267
+1,940
22
$1.07M 1.24%
4,414
-18
23
$993K 1.15%
24,610
-50
24
$925K 1.07%
3,796
-10
25
$918K 1.06%
15,194
+703
1
2 3 4 5