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
$1.12B
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
376
$28.6K ﹤0.01%
+2,320
377
$22.1K ﹤0.01%
+2,300
378
$3.41K ﹤0.01%
14,000
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