MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$23M
3
+$17.3M
4
EHC icon
Encompass Health
EHC
+$11.3M
5
DKNG icon
DraftKings
DKNG
+$10.9M

Top Sells

1
+$34.4M
2
+$20.1M
3
+$16.7M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$11.7M
5
ENOV icon
Enovis
ENOV
+$10.6M

Sector Composition

1 Healthcare 10.71%
2 Industrials 9.04%
3 Financials 9%
4 Technology 7.04%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-43,134
577
– –
-13,797
578
– –
-6,362
579
– –
-12,028
580
– –
0
581
– –
-9,253
582
– –
-72,840
583
– –
-41,795
584
– –
-6,960
585
– –
-2,662
586
– –
-38,000
587
– –
-18,800
588
– –
-11,298
589
– –
-3,463
590
– –
-8,046
591
– –
-1,273
592
– –
-11,480
593
– –
-1,616
594
– –
-3,130
595
– –
-17
596
– –
-24,161
597
– –
-31,137
598
– –
-72,219
599
– –
-6,295
600
– –
-45,570
22 23
24
25 26