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
51
$4.51M 0.41%
24,580
+9,500
52
$4.5M 0.41%
+11,184
53
$4.31M 0.39%
48,603
-4,772
54
$4.29M 0.39%
+1,155,000
55
$4.23M 0.39%
+112,625
56
$3.75M 0.34%
127,797
+109,900
57
$3.55M 0.32%
+19,522
58
$3.53M 0.32%
+46,646
59
$3.48M 0.32%
+77,263
60
$3.45M 0.31%
+31,239
61
$3.43M 0.31%
15,993
-8,200
62
$3.42M 0.31%
+18,651
63
$3.36M 0.31%
+31,392
64
$3.26M 0.3%
+18,326
65
$3.15M 0.29%
+37,200
66
$3.15M 0.29%
+73,467
67
$3.13M 0.29%
+99,279
68
$3.12M 0.28%
37,016
-53,890
69
$3.06M 0.28%
+20,159
70
$3.03M 0.28%
100,529
-41,000
71
$2.98M 0.27%
+26,376
72
$2.9M 0.26%
+32,540
73
$2.88M 0.26%
36,995
-7,100
74
$2.86M 0.26%
+7,098
75
$2.82M 0.26%
105,211
-9,863
1 2
3
4 5