MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$697M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.6M
3
+$13M
4
MSFT icon
Microsoft
MSFT
+$11.9M
5
AAPL icon
Apple
AAPL
+$10.3M

Top Sells

1
+$21.5M
2
+$20.3M
3
+$20M
4
LNG icon
Cheniere Energy
LNG
+$13.7M
5
LULU icon
lululemon athletica
LULU
+$12.1M

Sector Composition

1 Technology 25.56%
2 Industrials 20.78%
3 Communication Services 9.81%
4 Consumer Discretionary 7.74%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$88.2K 0.01%
10,039
-41,514
402
$87.8K 0.01%
+28,520
403
$85.1K 0.01%
+11,100
404
$81K 0.01%
+65,300
405
$80.3K 0.01%
+31,380
406
$80.1K 0.01%
+53,417
407
$74.3K 0.01%
+16,160
408
$73.8K 0.01%
+10,000
409
$73K 0.01%
+11,320
410
$72.1K 0.01%
+27,120
411
$69.9K 0.01%
+18,500
412
$69.4K 0.01%
+19,020
413
$52K 0.01%
+11,080
414
$46.9K 0.01%
+14,836
415
– –
-3,736
416
– –
-163,730
417
– –
-1,285
418
– –
-34,583
419
– –
-791
420
– –
-41,820
421
– –
-21,318
422
– –
-24,452
423
– –
-873
424
– –
-8,490
425
– –
-8,260
15 16
17
18 19