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MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$15.5M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Top Sells

1
+$19.7M
2
+$19M
3
+$17.8M
4
FRO icon
Frontline
FRO
+$11.9M
5
AUB icon
Atlantic Union Bankshares
AUB
+$11.6M

Sector Composition

1 Industrials 26.46%
2 Technology 17.5%
3 Financials 16.4%
4 Consumer Discretionary 9.19%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.21M 0.71%
83,924
+72,847
27
$7.96M 0.69%
44,555
+18,354
28
$7.73M 0.67%
71,028
+2,696
29
$7.6M 0.66%
32,899
+19,980
30
$7.32M 0.64%
26,063
+15,009
31
$7.31M 0.64%
+300,000
32
$7.21M 0.63%
14,374
+8,826
33
$7.2M 0.63%
14,974
-4,501
34
$6.95M 0.6%
23,037
+2,838
35
$6.91M 0.6%
37,570
+11,565
36
$6.75M 0.59%
191,238
-340,237
37
$6.29M 0.55%
40,311
-594
38
$6.11M 0.53%
29,892
-4,654
39
$5.89M 0.51%
+41,674
40
$5.81M 0.51%
+139,807
41
$5.81M 0.51%
41,756
+24,046
42
$5.66M 0.49%
13,151
-3,322
43
$5.63M 0.49%
247,405
-203,827
44
$5.6M 0.49%
46,810
-11,910
45
$5.49M 0.48%
27,739
-19,679
46
$5.49M 0.48%
25,475
+14,575
47
$5.45M 0.47%
22,807
-31,366
48
$5.41M 0.47%
12,715
+6,724
49
$5.25M 0.46%
21,300
+13,609
50
$4.84M 0.42%
17,361
+9,570
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