MFS

Mirabella Financial Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$10.4M
4
HUM icon
Humana
HUM
+$8.76M
5
COF icon
Capital One
COF
+$7.7M

Top Sells

1
+$7.66M
2
+$7.55M
3
+$6.78M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
MS icon
Morgan Stanley
MS
+$4.73M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263K 0.05%
+1,266
227
$262K 0.05%
3,239
+227
228
$257K 0.05%
+4,381
229
$255K 0.05%
1,704
-4,455
230
$254K 0.05%
+8,183
231
$253K 0.05%
3,826
-2,724
232
$252K 0.05%
+1,753
233
$252K 0.05%
+3,164
234
$250K 0.04%
+9,291
235
$250K 0.04%
+2,277
236
$248K 0.04%
+2,814
237
$246K 0.04%
+1,684
238
$243K 0.04%
+1,710
239
$243K 0.04%
+1,679
240
$242K 0.04%
893
-14,452
241
$241K 0.04%
+2,150
242
$241K 0.04%
2,722
-1,371
243
$239K 0.04%
+3,247
244
$238K 0.04%
+5,116
245
$237K 0.04%
+2,669
246
$231K 0.04%
+9,537
247
$231K 0.04%
+2,939
248
$231K 0.04%
1,530
-242
249
$228K 0.04%
+2,843
250
$228K 0.04%
3,904
-552
8 9
10
11 12