MFA
Millington Financial Advisors Portfolio holdings
AUM
$198M
1-Year Return
14.95%
This Quarter Return
+11.49%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$35.2M
(+22%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
106
New
20
Increased
50
Reduced
31
Closed
2
Top Buys
| 1 |
Defiance Quantum ETF
QTUM
|
+$6.42M |
| 2 |
iShares Core US REIT ETF
USRT
|
+$1.03M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1M |
| 4 |
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
|
+$872K |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$799K |
Top Sells
Sector Composition
| 1 | Technology | 8.09% |
| 2 | Industrials | 5.64% |
| 3 | Financials | 4.73% |
| 4 | Healthcare | 3.67% |
| 5 | Consumer Discretionary | 1.8% |
