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
$140M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.95M
3
+$2.77M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$473K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$336K

Top Sells

1
+$5.34M
2
+$4.08M
3
+$2.21M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$319K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$208K

Sector Composition

1 Industrials 10.52%
2 Healthcare 5.54%
3 Technology 4.86%
4 Financials 2.46%
5 Communication Services 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.15%
6,019
77
$205K 0.15%
+2,270
78
$4.75K ﹤0.01%
+1,563
79
– –
-14,457
80
– –
-41,118
81
– –
-1,972
82
– –
-8,181
83
– –
-134,766
1 2 3
4