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
$1.09B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$37.4M
3
+$29.5M
4
AAPL icon
Apple
AAPL
+$27.6M
5
CVNA icon
Carvana
CVNA
+$25.4M

Top Sells

1
+$453M
2
+$122M
3
+$77.4M
4
FOX icon
Fox Class B
FOX
+$56.1M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$50.9M

Sector Composition

1 Technology 26.95%
2 Industrials 21.19%
3 Consumer Discretionary 11.67%
4 Financials 9.06%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.77M 0.89%
+20,131
27
$9.47M 0.86%
8,939
+2,349
28
$9.22M 0.84%
+650,000
29
$8.86M 0.81%
+154,400
30
$8.85M 0.81%
+221,707
31
$8.56M 0.78%
+89,492
32
$8.49M 0.77%
10,993
-8,297
33
$7.64M 0.7%
+16,447
34
$7.39M 0.67%
+16,229
35
$6.95M 0.63%
+91,697
36
$6.78M 0.62%
+673,302
37
$6.77M 0.62%
+1,607,000
38
$6.45M 0.59%
+26,892
39
$6.33M 0.58%
409,511
+258,618
40
$6.23M 0.57%
93,776
+32,523
41
$6.21M 0.57%
+35,219
42
$6.11M 0.56%
3,598
+1,439
43
$5.93M 0.54%
+10,021
44
$5.88M 0.54%
+500,000
45
$5.84M 0.53%
256,175
-210,561
46
$5.48M 0.5%
+3,130,190
47
$5M 0.46%
+88,096
48
$4.73M 0.43%
+10,445
49
$4.71M 0.43%
54,565
+31,615
50
$4.54M 0.41%
+59,468
1
2
3 4 5