MFA

Millington Financial Advisors Portfolio holdings

AUM $198M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$8.29M
3
+$5.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.87M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.11%
2 Healthcare 6.2%
3 Technology 3.08%
4 Financials 2.61%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.17%
+63,662
27
$1.18M 1.16%
+10,679
28
$1.17M 1.14%
+26,673
29
$1.17M 1.14%
+8,194
30
$1.15M 1.12%
+19,581
31
$1.12M 1.1%
+8,283
32
$1.05M 1.03%
+4,386
33
$1.03M 1.01%
+4,197
34
$994K 0.97%
+6,259
35
$958K 0.93%
+43,236
36
$944K 0.92%
+7,753
37
$919K 0.9%
+53,146
38
$915K 0.89%
+31,012
39
$903K 0.88%
+30,907
40
$886K 0.86%
+13,088
41
$860K 0.84%
+17,400
42
$778K 0.76%
+16,058
43
$688K 0.67%
+20,985
44
$684K 0.67%
+9,853
45
$568K 0.55%
+2,154
46
$528K 0.52%
+9,319
47
$498K 0.49%
+3,549
48
$491K 0.48%
+19,521
49
$471K 0.46%
+5,779
50
$433K 0.42%
+11,538
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