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
151
$1.16M 0.11%
+100,243
152
$1.14M 0.1%
+18,423
153
$1.11M 0.1%
+10,123
154
$1.11M 0.1%
+29,061
155
$1.11M 0.1%
55,772
156
$1.1M 0.1%
+8,981
157
$1.1M 0.1%
+4,260
158
$1.08M 0.1%
+3,016
159
$1.07M 0.1%
+39,612
160
$1.05M 0.1%
+6,267
161
$1.03M 0.09%
103,788
-173,339
162
$1.02M 0.09%
+13,440
163
$1.01M 0.09%
+9,090
164
$1M 0.09%
+226,757
165
$967K 0.09%
+13,382
166
$963K 0.09%
26,474
-300
167
$955K 0.09%
+6,606
168
$953K 0.09%
+19,302
169
$951K 0.09%
+26,449
170
$934K 0.09%
28,253
-601,798
171
$919K 0.08%
+4,767
172
$914K 0.08%
+19,100
173
$879K 0.08%
+34,444
174
$853K 0.08%
+250,000
175
$843K 0.08%
26,506
+1,488
5 6
7
8 9