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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.82%
5,820
+354
27
$1.89M 0.81%
42,219
-3,787
28
$1.81M 0.77%
28,778
-5,018
29
$1.8M 0.77%
+18,787
30
$1.74M 0.74%
37,067
-2,813
31
$1.74M 0.74%
3,384
+175
32
$1.7M 0.73%
11,825
-2,336
33
$1.69M 0.72%
2,883
+88
34
$1.58M 0.68%
+19,444
35
$1.56M 0.66%
6,037
+263
36
$1.52M 0.65%
10,458
+727
37
$1.52M 0.65%
14,678
+141
38
$1.52M 0.65%
13,720
-1,072
39
$1.49M 0.63%
14,260
+632
40
$1.48M 0.63%
10,460
+329
41
$1.46M 0.62%
4,731
+237
42
$1.44M 0.62%
19,797
+6,689
43
$1.38M 0.59%
19,210
-1,393
44
$1.37M 0.58%
3,607
+117
45
$1.36M 0.58%
19,501
+1,841
46
$1.35M 0.58%
5,566
-370
47
$1.34M 0.57%
7,257
-962
48
$1.33M 0.57%
7,881
+218
49
$1.28M 0.55%
13,924
+1,845
50
$1.27M 0.54%
7,517
+522
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