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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
$1.15B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$15.5M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Top Sells

1
+$19.7M
2
+$19M
3
+$17.8M
4
FRO icon
Frontline
FRO
+$11.9M
5
AUB icon
Atlantic Union Bankshares
AUB
+$11.6M

Sector Composition

1 Industrials 26.46%
2 Technology 17.5%
3 Financials 16.4%
4 Consumer Discretionary 9.19%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
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