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
$112M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.25M
3
+$3.19M
4
XMAR icon
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
+$3.19M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.21M

Top Sells

1
+$5.46M
2
+$3.39M
3
+$3.35M
4
XTOC icon
Innovator US Equity Accelerated Plus ETF October
XTOC
+$3.15M
5
NORW icon
Global X MSCI Norway ETF
NORW
+$1.25M

Sector Composition

1 Industrials 8.92%
2 Healthcare 6.78%
3 Technology 4.2%
4 Financials 2.29%
5 Utilities 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-51,595
77
– –
-9,496
78
– –
-105,629
1 2 3
4