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
126
$1.44M 0.13%
+2,999
127
$1.42M 0.13%
+15,371
128
$1.41M 0.13%
13,433
+10,298
129
$1.4M 0.13%
+30,025
130
$1.38M 0.13%
+12,626
131
$1.38M 0.13%
+5,108
132
$1.37M 0.13%
+6,200
133
$1.36M 0.12%
+3,703
134
$1.36M 0.12%
+12,918
135
$1.36M 0.12%
+33,079
136
$1.35M 0.12%
+119,464
137
$1.34M 0.12%
+23,311
138
$1.32M 0.12%
88,504
+8,635
139
$1.31M 0.12%
90,088
+65,000
140
$1.29M 0.12%
+10,515
141
$1.28M 0.12%
+2,477
142
$1.26M 0.12%
4,896
-4,896
143
$1.25M 0.11%
+35,180
144
$1.25M 0.11%
+12,894
145
$1.25M 0.11%
+4,932
146
$1.19M 0.11%
65,250
+8,500
147
$1.18M 0.11%
+4,080
148
$1.17M 0.11%
+3,781
149
$1.16M 0.11%
2,817
-20,539
150
$1.16M 0.11%
+6,689
4 5
6
7 8