We are live on ! Find out more
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
$360M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.1M
3
+$8.02M
4
AEP icon
American Electric Power
AEP
+$7.81M
5
PBCT
People's United Financial Inc
PBCT
+$7.69M

Top Sells

1
+$38.6M
2
+$38.5M
3
+$24.3M
4
OFG icon
OFG Bancorp
OFG
+$24.1M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$8.83M

Sector Composition

1 Financials 18.82%
2 Healthcare 14.98%
3 Technology 13.44%
4 Communication Services 10%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,699,431
352
– –
-2,200
353
– –
-3,001
354
– –
-12,811,667
355
– –
-957
356
– –
-3,566
357
– –
-11,080
358
– –
-7,960
359
– –
-12,044
360
– –
-5,623
361
– –
-23,289
362
– –
-3,120
363
– –
-1,994
364
– –
-22,753
365
– –
-2,712
366
– –
-6,225
367
– –
-33,680
368
– –
-3,046
369
– –
-42,000
370
– –
-10,998
371
– –
-44,704
372
– –
-6,879,412
373
– –
-4,267
374
– –
-5,820
375
– –
-8,874
13 14
15
16 17