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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
1
$16.2M 7.84%
154,689
-23,272
2
$13.6M 6.59%
248,321
-20,233
3
$8.81M 4.27%
206,317
+15,095
4
$7.79M 3.78%
166,715
+5,993
5
$7.73M 3.75%
136,782
-521
6
$7.48M 3.63%
11,288
-11
7
$7.25M 3.51%
64,750
-2,985
8
$6.59M 3.2%
145,181
-970
9
$5.58M 2.71%
94,810
+18
10
$4.75M 2.3%
80,784
+7,334
11
$4.11M 1.99%
108,644
-14,317
12
$3.77M 1.83%
20,024
+1,310
13
$3.72M 1.8%
7,233
-19
14
$3.57M 1.73%
11,599
-435
15
$3.35M 1.63%
7,780
+3
16
$3.27M 1.58%
33,276
+223
17
$3.12M 1.51%
29,331
+318
18
$2.99M 1.45%
27,367
-1,114
19
$2.88M 1.4%
44,355
+247
20
$2.87M 1.39%
13,308
+55
21
$2.86M 1.39%
14,827
-7,113
22
$2.82M 1.37%
49,312
+2,925
23
$2.69M 1.31%
102,862
+10,602
24
$2.6M 1.26%
30,642
+225
25
$2.51M 1.22%
+93,226
1
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