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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.77%
5,375
+467
27
$1.53M 0.76%
36,816
+22,626
28
$1.53M 0.76%
3,058
+92
29
$1.52M 0.76%
14,941
+6,306
30
$1.49M 0.75%
2,671
+150
31
$1.38M 0.69%
+29,655
32
$1.37M 0.68%
14,371
+1,269
33
$1.33M 0.66%
32,796
-96,309
34
$1.29M 0.64%
3,353
+351
35
$1.28M 0.64%
13,492
+1,308
36
$1.28M 0.64%
7,517
+1,228
37
$1.26M 0.63%
24,979
-28,145
38
$1.21M 0.6%
8,977
+905
39
$1.2M 0.6%
80,060
+6,860
40
$1.2M 0.6%
18,979
+14
41
$1.19M 0.6%
4,285
+434
42
$1.19M 0.6%
50,826
-25,229
43
$1.17M 0.59%
16,002
-6,112
44
$1.14M 0.57%
57,702
-30,700
45
$1.14M 0.57%
19,666
-5,791
46
$1.12M 0.56%
13,314
-4,316
47
$1.09M 0.54%
3,963
+158
48
$1.07M 0.54%
11,269
+1,310
49
$1.07M 0.53%
4,211
+387
50
$1.06M 0.53%
9,398
+749
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