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
776
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-31,400
777
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-19,690
778
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779
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-4,300
780
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-6,774
781
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-5,185
782
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-562,793
783
– –
-18,019
784
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-13,119
785
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-15,793
786
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-2,072
787
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-6,160
788
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-11,932
789
– –
-22,195
790
– –
-14,070
791
– –
-11,400
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