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
176
$832K 0.08%
+15,402
177
$828K 0.08%
13,685
-23,965
178
$807K 0.07%
7,106
-36,544
179
$792K 0.07%
+4,521
180
$780K 0.07%
57,587
-211,695
181
$778K 0.07%
+2,277
182
$778K 0.07%
+36,455
183
$768K 0.07%
+10,743
184
$760K 0.07%
8,836
-37,550
185
$736K 0.07%
+3,544
186
$725K 0.07%
+3,100
187
$723K 0.07%
+9,400
188
$717K 0.07%
+13,200
189
$709K 0.06%
+59,864
190
$683K 0.06%
16,864
-26,400
191
$650K 0.06%
1,897
-42,327
192
$609K 0.06%
7,151
-7,151
193
$580K 0.05%
+6,131
194
$574K 0.05%
4,381
-49,569
195
$562K 0.05%
20,063
-20,063
196
$544K 0.05%
4,162
-47,146
197
$517K 0.05%
16,090
-61,998
198
$513K 0.05%
7,186
-19,092
199
$511K 0.05%
+8,884
200
$486K 0.04%
+25,348
6 7
8
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