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
351
$246K 0.02%
964
-1,679
352
$245K 0.02%
2,920
-6,809
353
$245K 0.02%
+3,018
354
$245K 0.02%
+1,989
355
$245K 0.02%
+831
356
$240K 0.02%
+1,359
357
$239K 0.02%
5,751
-3,906
358
$239K 0.02%
1,145
-4,002
359
$238K 0.02%
+3,959
360
$237K 0.02%
+4,741
361
$235K 0.02%
+2,145
362
$234K 0.02%
+1,329
363
$234K 0.02%
+337,882
364
$233K 0.02%
5,379
-4,703
365
$233K 0.02%
2,634
-22,696
366
$233K 0.02%
+34,127
367
$231K 0.02%
+6,333
368
$229K 0.02%
+11,490
369
$228K 0.02%
145
-58
370
$227K 0.02%
+2,051
371
$226K 0.02%
1,979
+177
372
$225K 0.02%
+286
373
$224K 0.02%
1,290
-6,465
374
$224K 0.02%
+2,283
375
$223K 0.02%
+2,557
13 14
15
16 17