MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$51.4M
3
+$37.8M
4
CVNA icon
Carvana
CVNA
+$28.1M
5
AMZN icon
Amazon
AMZN
+$27.5M

Top Sells

1
+$453M
2
+$113M
3
+$77.4M
4
FOX icon
Fox Class B
FOX
+$51.6M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$50.9M

Sector Composition

1 Technology 26.95%
2 Industrials 21.19%
3 Consumer Discretionary 11.67%
4 Financials 9.06%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,550,000
227
– –
-3,414
228
– –
-11,506
229
– –
-42,202
230
– –
-8,134
231
– –
-177,982
232
– –
-6,824
233
– –
-28,224
234
– –
-25,736
235
– –
0
236
– –
-99,154
237
– –
-112
238
– –
-33,707
239
– –
-750,000
240
– –
-6,957,753
241
– –
-2,993,670
242
– –
-89,849
243
– –
-19,753
244
– –
-9,522
245
– –
-6,902
246
– –
-105,616
247
– –
-38,764
248
– –
-4,032
249
– –
-126,596
250
– –
-6,006
8 9
10
11 12