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MFA

Millington Financial Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 22.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.17M
3
+$2.1M
4
HUBS icon
HubSpot
HUBS
+$2.05M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$626K

Top Sells

1
+$2.32M
2
+$2.3M
3
+$2.07M
4
CRM icon
Salesforce
CRM
+$1.93M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.33M

Sector Composition

1 Technology 9.72%
2 Financials 4.78%
3 Industrials 4.61%
4 Healthcare 2.63%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$192K 0.09%
10,033
+1,159
102
$130K 0.06%
20,000
103
$59.7K 0.03%
20,000
104
– –
-40,000
105
– –
-717
106
– –
-5,574
107
– –
-6,131
108
– –
-10,000
109
– –
-6,454
110
– –
-12,470
111
– –
-30,564
112
– –
-7,231
1 2 3 4
5