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
$1.12B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$36.1M
3
+$15.2M
4
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$10.6M
5
AVA icon
Avista
AVA
+$10.5M

Top Sells

1
+$44M
2
+$39.8M
3
+$34.1M
4
FINX icon
Global X FinTech ETF
FINX
+$25.6M
5
GOGL
Golden Ocean Group
GOGL
+$24.2M

Sector Composition

1 Healthcare 12.42%
2 Industrials 8.34%
3 Technology 4.84%
4 Consumer Discretionary 2.67%
5 Utilities 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$256K 0.02%
+1,121
277
$255K 0.02%
+3,311
278
$255K 0.02%
+7,308
279
$254K 0.02%
+15,466
280
$254K 0.02%
+3,062
281
$252K 0.02%
7,567
-5,881
282
$252K 0.02%
1,592
-90
283
$251K 0.02%
+3,704
284
$251K 0.02%
+1,936
285
$251K 0.02%
+3,043
286
$251K 0.02%
1,792
-14,724
287
$251K 0.02%
+862
288
$251K 0.02%
+2,563
289
$251K 0.02%
6,070
-17,302
290
$251K 0.02%
10,004
-1,496
291
$251K 0.02%
3,359
-367
292
$250K 0.02%
+12,984
293
$250K 0.02%
6,179
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294
$249K 0.02%
2,756
-2,940
295
$249K 0.02%
+11,974
296
$248K 0.02%
+1,191
297
$246K 0.02%
+987
298
$244K 0.02%
+5,264
299
$244K 0.02%
+9,875
300
$241K 0.02%
3,099
+238
10 11
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