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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
76
$3.17M 0.28%
112,282
+66,403
77
$3.14M 0.27%
30,340
+11,965
78
$3.12M 0.27%
5,129
+3,067
79
$3.1M 0.27%
8,992
+2,420
80
$3.08M 0.27%
+10,523
81
$3M 0.26%
18,925
+11,386
82
$2.98M 0.26%
+80,000
83
$2.88M 0.25%
10,407
+7,217
84
$2.87M 0.25%
+26,435
85
$2.87M 0.25%
+136,689
86
$2.82M 0.25%
+151,818
87
$2.81M 0.24%
4,401
+2,683
88
$2.8M 0.24%
+897,923
89
$2.77M 0.24%
5,632
+3,175
90
$2.73M 0.24%
850,000
+100,000
91
$2.72M 0.24%
14,494
+7,846
92
$2.71M 0.24%
8,413
+5,478
93
$2.67M 0.23%
7,594
+3,836
94
$2.64M 0.23%
8,295
95
$2.62M 0.23%
14,161
+8,501
96
$2.61M 0.23%
75,297
+40,962
97
$2.53M 0.22%
19,187
+12,178
98
$2.5M 0.22%
20,868
+12,704
99
$2.48M 0.22%
2,028
+1,249
100
$2.48M 0.22%
5,447
+2,477