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
$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
– –
-3,055
281
– –
-8,074
282
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-40,330
283
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-3,467
284
– –
-8,764
285
– –
-160,000
286
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-9,700
287
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-3,314
288
– –
-8,204
289
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-5,343
290
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-4,865
291
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-2,515
292
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-15,003
293
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-6,253
294
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-4,927
295
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-4,975
296
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-2,968
297
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-3,402
298
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-11,281
299
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-108,240
300
– –
-4,289
10 11
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