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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.78%
5,363
+248
27
$1.53M 0.77%
47,942
-8,988
28
$1.51M 0.76%
5,466
+91
29
$1.46M 0.74%
3,209
+151
30
$1.41M 0.71%
14,792
+1,300
31
$1.41M 0.71%
2,795
+124
32
$1.4M 0.71%
36,063
+11,335
33
$1.36M 0.69%
27,330
-10,040
34
$1.33M 0.67%
8,219
+3,626
35
$1.3M 0.66%
7,663
+146
36
$1.28M 0.65%
9,731
+754
37
$1.26M 0.64%
20,603
+9,117
38
$1.25M 0.63%
14,910
+539
39
$1.24M 0.62%
5,936
-1,599
40
$1.23M 0.62%
4,494
+209
41
$1.22M 0.62%
12,506
-2,435
42
$1.19M 0.6%
+24,294
43
$1.18M 0.59%
13,628
+896
44
$1.16M 0.59%
5,774
+123
45
$1.16M 0.58%
51,994
+30,026
46
$1.15M 0.58%
17,660
+602
47
$1.13M 0.57%
28,149
+8,062
48
$1.13M 0.57%
10,131
+733
49
$1.12M 0.57%
6,995
+457
50
$1.11M 0.56%
33,833
-19,920
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