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
$1.78B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$46M
3
+$43.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$39.8M
5
NVDA icon
NVIDIA
NVDA
+$27.2M

Top Sells

1
+$19.8M
2
+$19.8M
3
+$19.6M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$18.2M
5
UAA icon
Under Armour
UAA
+$17.3M

Sector Composition

1 Utilities 27.41%
2 Communication Services 22.77%
3 Technology 11.96%
4 Healthcare 9.53%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 0.96%
+19,290
27
$15.2M 0.85%
+318,448
28
$14.5M 0.82%
+44,224
29
$13.9M 0.78%
270,582
-325
30
$13.2M 0.74%
466,736
+276,374
31
$11.9M 0.67%
+60,803
32
$11.8M 0.66%
32,700
-49,366
33
$11.8M 0.66%
23,356
+9,999
34
$11.4M 0.64%
+183,294
35
$9.97M 0.56%
+50,190
36
$9.83M 0.55%
219,124
+124,667
37
$9.81M 0.55%
56,784
+55,494
38
$9.43M 0.53%
90,906
+86,139
39
$9.36M 0.53%
+700,000
40
$9.13M 0.51%
682,455
+67,043
41
$7.68M 0.43%
+53,950
42
$7.55M 0.42%
105,616
-205,547
43
$7.55M 0.42%
71,266
-30,352
44
$7.48M 0.42%
51,308
+47,391
45
$7.26M 0.41%
+102,212
46
$7.02M 0.39%
28,256
+23,840
47
$6.2M 0.35%
14,699
+4,455
48
$5.93M 0.33%
+89,849
49
$5.89M 0.33%
24,844
-38,971
50
$5.87M 0.33%
+750,000
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