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
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20.2M
3
+$19.8M
4
TU icon
Telus
TU
+$16.6M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$15.2M

Top Sells

1
+$27.2M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.35M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.05%
+15,717
177
$421K 0.05%
584
-27
178
$417K 0.05%
22,420
-1,103
179
$415K 0.05%
77,045
-26,315
180
$412K 0.05%
+10,360
181
$409K 0.05%
+777
182
$406K 0.05%
+4,912
183
$391K 0.05%
+9,590
184
$391K 0.05%
22,325
+1,425
185
$380K 0.05%
+1,008
186
$362K 0.05%
16,170
-28,130
187
$362K 0.05%
+1,090
188
$358K 0.04%
+9,660
189
$353K 0.04%
+6,600
190
$349K 0.04%
+10,360
191
$345K 0.04%
+8,330
192
$343K 0.04%
+549
193
$339K 0.04%
24,960
-38,401
194
$339K 0.04%
55,195
-14,613
195
$333K 0.04%
+9,800
196
$328K 0.04%
+2,004
197
$325K 0.04%
+28,920
198
$321K 0.04%
+24,960
199
$321K 0.04%
+58,300
200
$319K 0.04%
+9,998
6 7
8
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