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
$144M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$2.75M
3 +$2.67M
4
EXPE icon
Expedia Group
EXPE
+$1.59M
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$1.19M

Top Sells

1 +$4.34M
2 +$2.75M
3 +$2.26M
4
CPRT icon
Copart
CPRT
+$1.78M
5
GPN icon
Global Payments
GPN
+$1.43M

Sector Composition

1 Technology 6%
2 Industrials 5.72%
3 Healthcare 4.88%
4 Financials 4.45%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.14%
+5,996
77
$200K 0.14%
5,546
-473
78
$13.4K 0.01%
+1,714
79
$4.9K ﹤0.01%
1,550
-13
80
-8,012
81
-30,706
82
-53,494
83
-10,690
84
-21,221
85
-34,390
86
-31,253
87
-8,581