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MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$248M
3
+$188M
4
NVDA icon
NVIDIA
NVDA
+$163M
5
AAPL icon
Apple
AAPL
+$163M

Top Sells

1
+$22M
2
+$20M
3
+$7.61M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.93M
5
BEP icon
Brookfield Renewable
BEP
+$5.84M

Sector Composition

1 Technology 21.55%
2 Financials 16.15%
3 Industrials 15.88%
4 Consumer Discretionary 13.61%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.01%
+20,000
252
$385K 0.01%
101,070
+28,970
253
$136K ﹤0.01%
+48,000
254
$105K ﹤0.01%
+30,076
255
– –
-13,685
256
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-26,376
257
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-44,656
258
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0
259
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-256,175
260
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261
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262
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263
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-28,253
264
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-2,675
265
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-55,772
266
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-100,243
267
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-12,540
268
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-53,883
269
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-7,054
270
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271
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272
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273
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275
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-4,381
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