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
76
$2.79M 0.26%
7,945
-7,945
77
$2.77M 0.25%
11,105
-2,305
78
$2.71M 0.25%
63,715
-64,768
79
$2.57M 0.23%
+31,231
80
$2.54M 0.23%
+4,131
81
$2.48M 0.23%
+10,539
82
$2.46M 0.22%
+396,428
83
$2.46M 0.22%
12,499
+7,847
84
$2.45M 0.22%
8,295
-8,295
85
$2.42M 0.22%
+10,965
86
$2.37M 0.22%
53,883
+29,329
87
$2.34M 0.21%
5,276
+47
88
$2.3M 0.21%
3,667
-267
89
$2.25M 0.21%
+9,705
90
$2.25M 0.2%
166,713
+23,461
91
$2.21M 0.2%
+12,263
92
$2.18M 0.2%
+79,595
93
$2.17M 0.2%
+17,981
94
$2.15M 0.2%
+20,707
95
$2.13M 0.19%
+24,260
96
$2.1M 0.19%
+36,620
97
$2.1M 0.19%
5,825
-26,875
98
$2.05M 0.19%
+53,475
99
$2.03M 0.19%
18,631
-18,631
100
$2.01M 0.18%
+1,959
2 3
4
5 6