MLA

My Legacy Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.79%
+2,966
27
$1.69M 0.79%
+4,737
28
$1.66M 0.77%
+13,102
29
$1.64M 0.76%
+32,107
30
$1.52M 0.7%
+26,420
31
$1.49M 0.69%
+2,521
32
$1.47M 0.68%
+4,908
33
$1.4M 0.65%
+35,128
34
$1.38M 0.64%
+18,760
35
$1.37M 0.64%
+73,200
36
$1.37M 0.64%
+3,002
37
$1.36M 0.63%
+3,851
38
$1.3M 0.6%
+7,398
39
$1.3M 0.6%
+12,184
40
$1.28M 0.6%
+8,150
41
$1.28M 0.6%
+3,805
42
$1.25M 0.58%
+11,916
43
$1.24M 0.58%
+4,961
44
$1.24M 0.58%
+7,620
45
$1.24M 0.57%
+12,214
46
$1.22M 0.57%
+15,718
47
$1.19M 0.55%
+7,785
48
$1.18M 0.55%
+8,649
49
$1.18M 0.55%
+18,965
50
$1.17M 0.54%
+27,234
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