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
201
– –
0
202
$312K 0.06%
+3,337
203
$311K 0.06%
+710
204
$308K 0.06%
5,288
-2,774
205
$305K 0.05%
+839
206
$302K 0.05%
+4,502
207
$298K 0.05%
888
-1,738
208
$294K 0.05%
924
-4,401
209
$293K 0.05%
+1,767
210
$293K 0.05%
+1,312
211
$290K 0.05%
+1,879
212
$287K 0.05%
+4,363
213
$282K 0.05%
3,770
+244
214
$280K 0.05%
+4,678
215
$277K 0.05%
+14,169
216
$277K 0.05%
+26,124
217
$276K 0.05%
+5,626
218
$275K 0.05%
+2,349
219
$275K 0.05%
2,290
-23,491
220
$274K 0.05%
+5,164
221
$273K 0.05%
+1,294
222
$272K 0.05%
2,030
-1,549
223
$271K 0.05%
2,792
-1,392
224
$271K 0.05%
+6,668
225
$269K 0.05%
4,140
-9,490
7 8
9
10 11