MLA
My Legacy Advisors Portfolio holdings
AUM $259M
AUM
$259M
AUM Growth
+$1.49M (+0.6%)
Cap. Flow
+$7.83M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
27.47%
Holding
210
New
13
Increased
110
Reduced
78
Closed
5
Top Buys
| 1 | $1.28M | |
| 2 | $985K | |
| 3 | $846K | |
| 4 | $788K | |
| 5 | $747K |
Top Sells
| 1 | $1.53M | |
| 2 | $1.2M | |
| 3 | $703K | |
| 4 | $660K | |
| 5 | $549K |
Sector Composition
| 1 | Technology | 10.74% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 5.34% |
| 4 | Communication Services | 4.36% |
| 5 | Utilities | 4.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.8M | 4.54% | 255,435 +8,531 | +3% | +$393K | |||
| $8.95M | 3.46% | 15,934 -641 | -4% | -$360K | |||
| $8.5M | 3.28% | 38,248 +1,436 | +4% | +$319K | |||
| $7.25M | 2.8% | 19,322 +163 | +0.9% | +$61.2K | |||
| $7.16M | 2.76% | 90,707 +2,456 | +3% | +$194K | |||
| $7M | 2.7% | 164,598 +7,749 | +5% | +$329K | |||
| $6.76M | 2.61% | 102,802 -8,353 | -8% | -$549K | |||
| $4.83M | 1.86% | 28,277 +3,270 | +13% | +$559K | |||
| $4.73M | 1.83% | 50,984 +889 | +2% | +$82.5K | |||
| $4.22M | 1.63% | 86,563 +412 | +0.5% | +$20.1K | |||
| $4.15M | 1.6% | 21,802 +409 | +2% | +$77.8K | |||
| $3.96M | 1.53% | 36,513 +892 | +3% | +$96.7K | |||
| $3.62M | 1.4% | 72,917 +9,126 | +14% | +$453K | |||
| $3.44M | 1.33% | 148,491 +1,554 | +1% | +$36K | |||
| $3.43M | 1.32% | 32,487 -6,261 | -16% | -$660K | |||
| $3.34M | 1.29% | 56,632 -11,921 | -17% | -$703K | |||
| $3.23M | 1.25% | 20,912 +437 | +2% | +$67.6K | |||
| $3.2M | 1.24% | 35,370 +3,014 | +9% | +$273K | |||
| $3.16M | 1.22% | 16,565 +5,170 | +45% | +$985K | |||
| $3M | 1.16% | 5,640 +134 | +2% | +$71.4K | |||
| $2.82M | 1.09% | 68,603 +4,290 | +7% | +$176K | |||
| $2.74M | 1.06% | 2,902 +309 | +12% | +$292K | |||
| $2.51M | 0.97% | 7,153 +232 | +3% | +$81.3K | |||
| $2.5M | 0.97% | 26,708 -3,372 | -11% | -$316K | |||
| $2.46M | 0.95% | 4,706 -106 | -2% | -$55.5K |
