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
51
$382K 0.37%
+3,667
52
$373K 0.36%
+14,557
53
$372K 0.36%
+19,364
54
$361K 0.35%
+7,132
55
$354K 0.35%
+18,256
56
$315K 0.31%
+18,237
57
$314K 0.31%
+1,312
58
$313K 0.31%
+9,326
59
$285K 0.28%
+1,964
60
$262K 0.26%
+10,190
61
$248K 0.24%
+10,583
62
$243K 0.24%
+6,237
63
$240K 0.23%
+9,938
64
$234K 0.23%
+1,541
65
$231K 0.23%
+1,258
66
$223K 0.22%
+3,588
67
$220K 0.21%
+1,217
68
$208K 0.2%
+9,814
69
$203K 0.2%
+2,413
70
$186K 0.18%
+10,612
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