MFA
Millington Financial Advisors Portfolio holdings
AUM
$198M
This Quarter Return
+6.17%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+11%)
Cap. Flow
+$8.3M
Cap. Flow
% of AUM
5.17%
Top 10 Holdings %
Top 10 Hldgs %
47.1%
Holding
87
New
8
Increased
50
Reduced
19
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.24M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.22M |
| 3 |
Becton Dickinson
BDX
|
$1.17M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$893K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$831K |
Top Sells
Sector Composition
| 1 | Industrials | 5.87% |
| 2 | Technology | 5.65% |
| 3 | Healthcare | 5.5% |
| 4 | Financials | 4.49% |
| 5 | Consumer Discretionary | 1.75% |
