MFS

Mirabella Financial Services Portfolio holdings

AUM $1.15B
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
276
$174K 0.03%
+12,054
277
$156K 0.03%
+10,745
278
$87K 0.02%
10,000
279
$51K 0.01%
+2,561
280
– –
-8,455
281
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-4,865
282
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-2,515
283
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-21,074
284
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-15,003
285
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-6,253
286
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-4,927
287
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-4,975
288
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-2,968
289
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-20,134
290
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-4,434
291
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-6,336
292
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-14,337
293
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-23,040
294
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-687
295
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-25,174
296
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-3,402
297
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-11,281
298
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-108,240
299
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-4,289
300
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-566
10 11
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