MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
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
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-4,229
352
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-178,057
353
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354
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-200,000
355
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-6,645
356
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-10,473
357
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-22,887
358
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-136,150
359
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-800
360
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-5,040
361
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-74,070
362
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363
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-7,960
364
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-982
365
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-8,360
366
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-1,699,431
367
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368
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369
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-12,811,667
370
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-957
371
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372
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-12,044
373
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-5,623
374
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-23,289
375
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-3,120
13 14
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16 17