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
401
$226K 0.02%
+13,663
402
$225K 0.02%
+3,660
403
$222K 0.02%
+2,740
404
$222K 0.02%
7,592
+1,203
405
$220K 0.02%
+12,363
406
$219K 0.02%
+9,010
407
$218K 0.02%
+2,684
408
$215K 0.02%
+2,577
409
$214K 0.02%
+10,318
410
$212K 0.02%
+9,340
411
$212K 0.02%
8,017
-4,176
412
$212K 0.02%
+13,421
413
$210K 0.02%
+2,646
414
$210K 0.02%
+25,477
415
$209K 0.02%
+2,950
416
$209K 0.02%
1,455
-11,323
417
$207K 0.02%
+1,341
418
$206K 0.02%
+3,154
419
$204K 0.02%
+6,200
420
$203K 0.02%
+13,745
421
$203K 0.02%
1,846
-114
422
$202K 0.02%
+8,629
423
$200K 0.02%
4,755
-7,365
424
$167K 0.02%
+10,066
425
$167K 0.02%
+15,908
15 16
17
18 19