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
$1.01B
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
376
$248K 0.02%
+5,352
377
$247K 0.02%
+18,173
378
$247K 0.02%
+11,630
379
$247K 0.02%
+8,170
380
$246K 0.02%
+9,920
381
$246K 0.02%
+17,810
382
$246K 0.02%
+12,365
383
$245K 0.02%
+9,150
384
$245K 0.02%
4,304
+1,473
385
$244K 0.02%
+8,984
386
$244K 0.02%
+1,440
387
$244K 0.02%
+6,796
388
$243K 0.02%
+5,961
389
$243K 0.02%
+8,450
390
$242K 0.02%
3,066
-1,523
391
$239K 0.02%
+18,507
392
$236K 0.02%
+206
393
$236K 0.02%
3,275
-147
394
$236K 0.02%
+3,531
395
$236K 0.02%
+12,719
396
$234K 0.02%
+4,162
397
$234K 0.02%
+30,130
398
$231K 0.02%
+4,832
399
$228K 0.02%
+5,241
400
$227K 0.02%
+49,861
14 15
16
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