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
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$19.2M
3
+$15.9M
4
RMD icon
ResMed
RMD
+$10.5M
5
EHC icon
Encompass Health
EHC
+$9.86M

Top Sells

1
+$34.4M
2
+$18.8M
3
+$16.1M
4
ENOV icon
Enovis
ENOV
+$10.6M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$10.3M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.01%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$484K 0.05%
8,097
-881
252
$482K 0.05%
+10,059
253
$475K 0.05%
3,484
+1,766
254
$474K 0.05%
+10,335
255
$473K 0.05%
23,000
+6,000
256
$459K 0.05%
+21,407
257
$452K 0.04%
5,650
-3,281
258
$446K 0.04%
+19,460
259
$442K 0.04%
4,209
-1,872
260
$435K 0.04%
4,681
+2,269
261
$429K 0.04%
+9,102
262
$425K 0.04%
+19,779
263
$422K 0.04%
+33,641
264
$419K 0.04%
+4,371
265
$418K 0.04%
2,485
-1,774
266
$416K 0.04%
+7,298
267
$415K 0.04%
4,122
-858
268
$413K 0.04%
2,385
+1,262
269
$411K 0.04%
+10,472
270
$411K 0.04%
8,043
+554
271
$410K 0.04%
+17,134
272
$407K 0.04%
+7,177
273
$405K 0.04%
+3,944
274
$405K 0.04%
+5,620
275
$405K 0.04%
11,953
-850
9 10
11
12 13