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
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$19.2M
3
+$15.9M
4
RMD icon
ResMed
RMD
+$10.5M
5
EHC icon
Encompass Health
EHC
+$9.86M

Top Sells

1
+$34.4M
2
+$18.8M
3
+$16.1M
4
ENOV icon
Enovis
ENOV
+$10.6M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$10.3M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.01%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$402K 0.04%
11,283
+3,450
277
$402K 0.04%
+1,471
278
$401K 0.04%
+14,633
279
$401K 0.04%
+17,370
280
$400K 0.04%
+5,780
281
$398K 0.04%
+3,781
282
$397K 0.04%
+9,680
283
$396K 0.04%
+5,325
284
$396K 0.04%
+26,760
285
$395K 0.04%
+1,634
286
$394K 0.04%
19,039
-18,772
287
$394K 0.04%
+3,380
288
$392K 0.04%
+4,500
289
$390K 0.04%
+27,020
290
$389K 0.04%
4,392
-10,084
291
$387K 0.04%
+11,150
292
$386K 0.04%
1,003
-3,865
293
$383K 0.04%
+24,587
294
$380K 0.04%
+3,010
295
$365K 0.04%
+3,491
296
$365K 0.04%
+7,646
297
$364K 0.04%
+5,803
298
$363K 0.04%
+4,739
299
$363K 0.04%
4,045
+2,027
300
$361K 0.04%
3,400
+1,900
10 11
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