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MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.1M
3
+$8.02M
4
AEP icon
American Electric Power
AEP
+$7.81M
5
PBCT
People's United Financial Inc
PBCT
+$7.69M

Top Sells

1
+$38.6M
2
+$38.5M
3
+$24.3M
4
OFG icon
OFG Bancorp
OFG
+$24.1M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$8.83M

Sector Composition

1 Financials 18.82%
2 Healthcare 14.98%
3 Technology 13.44%
4 Communication Services 10%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-34,900
402
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-4,880
403
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-21,693
404
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-1,798,800
405
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-4,524
406
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-8,412
407
– –
-1,365
408
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-362,400
409
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-20,741
410
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-5,080
411
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-35,301
412
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-6,372
413
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-83,303
414
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-4,229
415
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-1,979
416
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-1,175
417
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-2,243
418
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-695
419
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-27,918
420
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-21,744
421
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-44,680
422
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-11,480
423
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-9,547
424
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425
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-29,120
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