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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
51
$4.7M 0.41%
3,611
+695
52
$4.61M 0.4%
32,877
+19,965
53
$4.59M 0.4%
+162,557
54
$4.54M 0.39%
16,823
+11,425
55
$4.31M 0.37%
+16,168
56
$4.29M 0.37%
104,728
-4,702
57
$4.09M 0.36%
5,365
+2,837
58
$3.92M 0.34%
+97,281
59
$3.9M 0.34%
8,786
+4,578
60
$3.87M 0.34%
21,255
+11,728
61
$3.82M 0.33%
26,457
+16,334
62
$3.81M 0.33%
+32,060
63
$3.78M 0.33%
10,248
+5,681
64
$3.73M 0.32%
36,153
+19,673
65
$3.69M 0.32%
68,038
+34,142
66
$3.68M 0.32%
+246,182
67
$3.54M 0.31%
+112,183
68
$3.51M 0.3%
14,400
+2,600
69
$3.46M 0.3%
+28,583
70
$3.46M 0.3%
+142,356
71
$3.46M 0.3%
+21,858
72
$3.44M 0.3%
23,688
+13,683
73
$3.32M 0.29%
7,833
+4,194
74
$3.28M 0.29%
22,103
+11,920
75
$3.18M 0.28%
18,701
+10,905