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
101
$2M 0.18%
+12,029
102
$1.99M 0.18%
+13,842
103
$1.93M 0.18%
+20,983
104
$1.9M 0.17%
10,343
-10,343
105
$1.9M 0.17%
+17,898
106
$1.88M 0.17%
+14,767
107
$1.84M 0.17%
11,054
-11,054
108
$1.83M 0.17%
+20,542
109
$1.82M 0.17%
+17,811
110
$1.79M 0.16%
11,019
-130,897
111
$1.78M 0.16%
+57,884
112
$1.78M 0.16%
64,470
-1,681,191
113
$1.77M 0.16%
40,000
114
$1.72M 0.16%
+7,560
115
$1.71M 0.16%
3,282
-29,999
116
$1.7M 0.15%
36,300
-64,500
117
$1.69M 0.15%
+29,914
118
$1.67M 0.15%
+1,365
119
$1.67M 0.15%
+13,265
120
$1.63M 0.15%
+3,486
121
$1.62M 0.15%
+5,979
122
$1.58M 0.14%
+19,981
123
$1.55M 0.14%
18,311
-15,229
124
$1.55M 0.14%
+93,056
125
$1.51M 0.14%
28,381
-190,743
3 4
5
6 7