MLA
My Legacy Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
14.83%
This Fund
S&P 500
1 Year Est. Return
+14.83%
AUM
$281M
AUM Growth
+$21.7M
(+8.4%)
Holding
226
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.66M | |
| 3 | +$1.52M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.35M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.26M |
Top Sells
| 1 | +$3.14M | |
| 2 | +$1.44M | |
| 3 | +$946K | |
| 4 |
Walt Disney
DIS
|
+$917K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$892K |
Sector Composition
| 1 | Technology | 12.46% |
| 2 | Financials | 9.37% |
| 3 | Consumer Discretionary | 5.15% |
| 4 | Communication Services | 4.22% |
| 5 | Consumer Staples | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zoetis
ZTS
$53.2B
| – | – |
-3,516
|
|