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
$1.12B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$36.1M
3
+$15.2M
4
XHE icon
State Street SPDR S&P Health Care Equipment ETF
XHE
+$10.6M
5
AVA icon
Avista
AVA
+$10.5M

Top Sells

1
+$44M
2
+$39.8M
3
+$34.1M
4
FINX icon
Global X FinTech ETF
FINX
+$25.6M
5
GOGL
Golden Ocean Group
GOGL
+$24.2M

Sector Composition

1 Healthcare 12.42%
2 Industrials 8.34%
3 Technology 4.84%
4 Consumer Discretionary 2.67%
5 Utilities 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$85.1K 0.01%
+11,913
352
$84.4K 0.01%
+24,473
353
$78.8K 0.01%
+27,268
354
$78.3K 0.01%
+10,375
355
$75.2K 0.01%
+12,332
356
$73.2K 0.01%
+11,506
357
$72.3K 0.01%
+10,290
358
$69.8K 0.01%
+33,405
359
$67.9K 0.01%
+12,509
360
$65.9K 0.01%
+16,116
361
$62.2K 0.01%
10,113
-327
362
$61.3K 0.01%
+12,639
363
$61.2K 0.01%
+11,836
364
$57.1K 0.01%
+11,086
365
$52.2K ﹤0.01%
+12,074
366
$46.5K ﹤0.01%
+18,452
367
$43.5K ﹤0.01%
+10,920
368
$40.3K ﹤0.01%
+17,813
369
$39.4K ﹤0.01%
+1,163
370
$37.3K ﹤0.01%
+1,346
371
$34.9K ﹤0.01%
+13,887
372
$33K ﹤0.01%
+11,751
373
$32.8K ﹤0.01%
+17,544
374
$31.6K ﹤0.01%
+325
375
$29.7K ﹤0.01%
+22,528
13 14
15
16 17