MFA
Millington Financial Advisors Portfolio holdings
AUM
$198M
This Quarter Return
+10.76%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+12%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
47.76%
Holding
86
New
11
Increased
36
Reduced
27
Closed
8
Top Buys
| 1 |
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
|
$3.54M |
| 2 |
Medtronic
MDT
|
$1.47M |
| 3 |
Global Payments
GPN
|
$1.28M |
| 4 |
Fidelity National Information Services
FIS
|
$1.23M |
| 5 |
Comcast
CMCSA
|
$1.11M |
Top Sells
| 1 |
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
|
$3.16M |
| 2 |
UnitedHealth
UNH
|
$1.59M |
| 3 |
Hillenbrand
HI
|
$1.24M |
| 4 |
Merck
MRK
|
$1.07M |
| 5 |
Silvercrest Asset Management
SAMG
|
$1.04M |
Sector Composition
| 1 | Industrials | 9.85% |
| 2 | Healthcare | 4.88% |
| 3 | Technology | 4.73% |
| 4 | Financials | 2.4% |
| 5 | Communication Services | 1.09% |
