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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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$16M
3
+$13.9M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.4M
5
HUM icon
Humana
HUM
+$8.65M

Top Sells

1
+$7.55M
2
+$7.11M
3
+$6.91M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
CVS icon
CVS Health
CVS
+$4.31M

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
– –
-11,281
281
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-108,240
282
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-4,289
283
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-566
284
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-193,968
285
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286
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-7,962
287
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-2,777
288
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-7,158
289
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-3,497
290
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-3,352
291
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-5,019
292
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-8,204
293
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-2,404
294
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-26,955
295
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-9,013
296
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297
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-10,918
298
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-15,840
299
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-32,640
300
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-3,037
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