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
$1.01B
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
351
$255K 0.03%
+7,461
352
$255K 0.03%
+6,490
353
$255K 0.03%
3,327
+39
354
$255K 0.03%
+4,011
355
$254K 0.03%
+5,060
356
$254K 0.03%
2,877
-29,887
357
$253K 0.02%
+2,121
358
$253K 0.02%
+10,060
359
$253K 0.02%
+2,244
360
$253K 0.02%
+7,502
361
$253K 0.02%
+4,806
362
$252K 0.02%
+6,041
363
$252K 0.02%
+4,584
364
$252K 0.02%
+3,180
365
$251K 0.02%
+12,768
366
$251K 0.02%
+11,253
367
$250K 0.02%
5,157
-571
368
$250K 0.02%
1,406
-11,630
369
$250K 0.02%
+4,337
370
$250K 0.02%
+3,808
371
$250K 0.02%
+40,032
372
$250K 0.02%
+3,680
373
$249K 0.02%
+21,580
374
$249K 0.02%
+3,578
375
$248K 0.02%
+3,120
13 14
15
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