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MFA

Millington Financial Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 22.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.17M
3
+$2.1M
4
HUBS icon
HubSpot
HUBS
+$2.05M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$626K

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.07M
4
CRM icon
Salesforce
CRM
+$1.93M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.33M

Sector Composition

1 Technology 9.72%
2 Financials 4.78%
3 Industrials 4.61%
4 Healthcare 2.63%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.21%
76,544
+1,125
27
$2.42M 1.17%
77,329
+2,681
28
$2.38M 1.15%
49,227
+2,011
29
$2.37M 1.15%
24,837
+714
30
$2.35M 1.14%
+10,996
31
$2.27M 1.1%
60,699
+5,479
32
$2.25M 1.09%
47,819
+2,837
33
$2.21M 1.07%
8,937
+2,181
34
$2.2M 1.07%
+69,145
35
$2.15M 1.04%
32,001
+1,255
36
$2.11M 1.02%
53,289
-30,025
37
$2.06M 1%
22,347
+805
38
$2.04M 0.99%
33,163
+1,734
39
$2.03M 0.98%
27,998
+1,176
40
$1.97M 0.96%
29,304
+1,759
41
$1.87M 0.91%
11,888
+503
42
$1.84M 0.89%
+4,079
43
$1.74M 0.85%
9,449
-145
44
$1.68M 0.81%
36,154
+1,746
45
$1.57M 0.76%
45,140
+1,548
46
$1.42M 0.69%
44,240
-2,245
47
$1.37M 0.66%
42,105
+4,904
48
$1.36M 0.66%
74,102
+3,341
49
$1.19M 0.58%
31,577
+4,062
50
$1.17M 0.57%
22,654
+314
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