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
$1.37B
AUM Growth
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$27.2M
3
+$22.3M
4
CUK icon
Carnival PLC
CUK
+$22.3M
5
LIN icon
Linde
LIN
+$21M

Top Sells

1
+$39.4M
2
+$33.3M
3
+$31.2M
4
FRO icon
Frontline
FRO
+$22.3M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$19.4M

Sector Composition

1 Communication Services 24.6%
2 Healthcare 11.32%
3 Consumer Discretionary 11.24%
4 Technology 10.81%
5 Financials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$293K 0.02%
+9,093
327
$292K 0.02%
+20,934
328
$287K 0.02%
+7,022
329
$286K 0.02%
1,342
-4,870
330
$286K 0.02%
+4,142
331
$286K 0.02%
+1,755
332
$283K 0.02%
+6,270
333
$282K 0.02%
22,509
+62
334
$282K 0.02%
+903
335
$281K 0.02%
5,246
-10,848
336
$280K 0.02%
+1,493
337
$278K 0.02%
+11,545
338
$275K 0.02%
+1,215
339
$271K 0.02%
1,717
-4,892
340
$271K 0.02%
+3,088
341
$270K 0.02%
+3,518
342
$264K 0.02%
+3,552
343
$264K 0.02%
587
+24
344
$262K 0.02%
+9,049
345
$262K 0.02%
+2,452
346
$261K 0.02%
+5,133
347
$258K 0.02%
+11,160
348
$257K 0.02%
+5,422
349
$254K 0.02%
+17,894
350
$246K 0.02%
+1,197
12 13
14
15 16