MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$46M
3
+$43.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$39.8M
5
NVDA icon
NVIDIA
NVDA
+$27.2M

Top Sells

1
+$19.8M
2
+$19.8M
3
+$19.6M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$18.2M
5
UAA icon
Under Armour
UAA
+$17.3M

Sector Composition

1 Utilities 27.41%
2 Communication Services 22.77%
3 Technology 11.96%
4 Healthcare 9.53%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.18%
143,252
+123,023
77
$3.18M 0.18%
+445,992
78
$3.14M 0.18%
13,410
+5,908
79
$2.95M 0.17%
+38,764
80
$2.93M 0.16%
+78,088
81
$2.93M 0.16%
277,127
+254,618
82
$2.73M 0.15%
15,080
+11,034
83
$2.73M 0.15%
128,483
+49,525
84
$2.71M 0.15%
37,650
+24,432
85
$2.64M 0.15%
14,250
-45,290
86
$2.63M 0.15%
5,229
+3,158
87
$2.47M 0.14%
22,950
+12,360
88
$2.39M 0.13%
+3,934
89
$2.36M 0.13%
9,792
+3,878
90
$2.27M 0.13%
+19,753
91
$2.26M 0.13%
43,264
-19,412
92
$2.26M 0.13%
+889,681
93
$2.23M 0.13%
40,000
+32,237
94
$2.22M 0.12%
+150,893
95
$2.21M 0.12%
+26,278
96
$2.13M 0.12%
+109,789
97
$2.1M 0.12%
+28,298
98
$2.08M 0.12%
7,684
-145
99
$1.7M 0.1%
192,420
+154,812
100
$1.68M 0.09%
36,559
+17,260
2 3
4
5 6