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MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$15.5M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M

Top Sells

1
+$19.7M
2
+$19M
3
+$17.8M
4
FRO icon
Frontline
FRO
+$11.9M
5
AUB icon
Atlantic Union Bankshares
AUB
+$11.6M

Sector Composition

1 Industrials 26.46%
2 Technology 17.5%
3 Financials 16.4%
4 Consumer Discretionary 9.19%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.02%
+7,796
202
$250K 0.02%
+20,505
203
$246K 0.02%
+2,799
204
$245K 0.02%
+1,886
205
$244K 0.02%
+1,848
206
$239K 0.02%
+6,319
207
$236K 0.02%
+50,000
208
$235K 0.02%
+8,294
209
$228K 0.02%
+2,916
210
$228K 0.02%
+10,330
211
$227K 0.02%
7,455
-61,960
212
$227K 0.02%
+1,318
213
$226K 0.02%
+6,230
214
$226K 0.02%
+1,818
215
$225K 0.02%
+2,227
216
$225K 0.02%
+1,842
217
$223K 0.02%
+692
218
$222K 0.02%
+11,544
219
$217K 0.02%
+2,373
220
$212K 0.02%
+822
221
$211K 0.02%
+1,304
222
$210K 0.02%
+3,020
223
$209K 0.02%
+3,925
224
$208K 0.02%
+13,154
225
$206K 0.02%
+3,338
7 8
9
10 11