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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$24.6M
3
+$20.7M
4
IAC icon
IAC Inc
IAC
+$19.8M
5
INXN
Interxion Holding N.V.
INXN
+$19.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.61%
2 Healthcare 15.18%
3 Communication Services 14.04%
4 Technology 10.07%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 0.99%
+40,798
27
$5M 0.91%
+40,000
28
$4.9M 0.89%
+136,743
29
$4.9M 0.89%
+500,000
30
$4.75M 0.87%
+120,000
31
$4.51M 0.82%
+300,000
32
$4.49M 0.82%
+70,000
33
$4.41M 0.8%
+60,000
34
$4.38M 0.8%
+201,000
35
$4.36M 0.8%
+100,000
36
$4.25M 0.77%
+118,974
37
$4.23M 0.77%
+76,500
38
$4.08M 0.74%
+201,089
39
$4.06M 0.74%
+29,705
40
$4.05M 0.74%
+137,160
41
$4.05M 0.74%
+94,346
42
$3.91M 0.71%
+64,413
43
$3.57M 0.65%
+19,000
44
$3.47M 0.63%
+17,306
45
$3.41M 0.62%
+11,411
46
$3.33M 0.61%
+16,000
47
$3.23M 0.59%
+139,667
48
$3.01M 0.55%
+121,483
49
$2.94M 0.54%
+40,000
50
$2.89M 0.53%
+62,391
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2
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