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
$1.01B
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
326
$299K 0.03%
+1,920
327
$299K 0.03%
+8,398
328
$298K 0.03%
+20,370
329
$298K 0.03%
9,272
+1,021
330
$292K 0.03%
+2,128
331
$288K 0.03%
+6,647
332
$288K 0.03%
+4,581
333
$286K 0.03%
+20,760
334
$285K 0.03%
+18,154
335
$285K 0.03%
+4,057
336
$284K 0.03%
+3,000
337
$284K 0.03%
+18,085
338
$274K 0.03%
+5,780
339
$273K 0.03%
+1,368
340
$267K 0.03%
+6,149
341
$266K 0.03%
5,611
-4,956
342
$263K 0.03%
+9,920
343
$262K 0.03%
+13,488
344
$262K 0.03%
+9,397
345
$261K 0.03%
+2,647
346
$260K 0.03%
4,764
-9,024
347
$258K 0.03%
+4,044
348
$258K 0.03%
2,731
+1,084
349
$258K 0.03%
+1,082
350
$258K 0.03%
+1,226
12 13
14
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