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
-$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 9.88%
2 Healthcare 6.53%
3 Technology 3.91%
4 Financials 3.03%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,891
77
-11,037
78
-31,145
79
-7,606