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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$10.4M
4
HUM icon
Humana
HUM
+$8.76M
5
COF icon
Capital One
COF
+$7.7M

Top Sells

1
+$7.66M
2
+$7.55M
3
+$6.78M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
MS icon
Morgan Stanley
MS
+$4.73M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$429K 0.08%
+3,254
177
$422K 0.08%
50,000
178
$422K 0.08%
50,000
179
– –
0
180
$411K 0.07%
+2,387
181
$403K 0.07%
2,266
-2,454
182
$397K 0.07%
1,381
+429
183
$386K 0.07%
+4,665
184
$382K 0.07%
+5,326
185
$380K 0.07%
+3,278
186
$376K 0.07%
+5,945
187
$375K 0.07%
+2,250
188
$372K 0.07%
4,135
+1,849
189
$369K 0.07%
4,602
-6,062
190
$365K 0.07%
+12,029
191
$363K 0.07%
+14,453
192
$344K 0.06%
+2,203
193
$340K 0.06%
+1,817
194
$338K 0.06%
7,076
+2,700
195
$337K 0.06%
2,366
-10,703
196
$333K 0.06%
+7,606
197
$332K 0.06%
+14,259
198
$332K 0.06%
+2,206
199
$323K 0.06%
+2,149
200
$323K 0.06%
+7,059
6 7
8
9 10