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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
1
$208M 18.12%
17,370,177
+889,708
2
$35.9M 3.12%
475,300
+300
3
$34.4M 2.99%
66,598
+30,303
4
$32.7M 2.84%
175,473
+88,450
5
$32M 2.78%
2,189,905
+255,319
6
$31M 2.7%
15,596,277
+2,734,728
7
$25.1M 2.18%
1,082,338
+203,464
8
$23.7M 2.06%
97,678
+51,319
9
$23.4M 2.03%
92,027
+49,930
10
$22.4M 1.95%
64,031
-13,582
11
$22.4M 1.95%
+2,384,078
12
$21M 1.82%
95,726
+38,827
13
$18.7M 1.62%
25,448
+8,430
14
$17.8M 1.54%
217,344
+104,643
15
$13.4M 1.16%
406,715
+81,715
16
$13M 1.13%
8,200,000
+1,600,000
17
$12.5M 1.08%
39,566
+22,164
18
$12.2M 1.06%
36,979
+18,500
19
$11.7M 1.01%
704,218
-141,318
20
$10.9M 0.95%
113,494
-51,611
21
$10.8M 0.94%
3,750,000
22
$9.65M 0.84%
2,643,777
+1,036,777
23
$8.68M 0.75%
25,464
+14,885
24
$8.67M 0.75%
231,740
+97,467
25
$8.37M 0.73%
+47,333
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