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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.9%
9,358
-278
27
$2.22M 0.87%
96,450
+16,628
28
$2.2M 0.86%
34,987
+2,217
29
$2.08M 0.82%
5,203
-106
30
$2.07M 0.81%
6,572
+583
31
$1.88M 0.74%
5,483
+694
32
$1.86M 0.73%
3,452
+85
33
$1.84M 0.72%
3,565
+2
34
$1.82M 0.72%
6,148
+84
35
$1.79M 0.7%
21,958
-651
36
$1.71M 0.67%
13,872
-208
37
$1.68M 0.66%
11,282
+545
38
$1.67M 0.65%
8,885
+899
39
$1.59M 0.63%
11,104
-57
40
$1.55M 0.61%
5,263
+506
41
$1.53M 0.6%
43,446
+1,954
42
$1.51M 0.59%
5,210
-281
43
$1.5M 0.59%
2,852
-31
44
$1.49M 0.59%
7,104
-534
45
$1.49M 0.59%
14,653
-152
46
$1.46M 0.57%
10,362
-94
47
$1.39M 0.55%
1,858
+66
48
$1.36M 0.53%
71,080
+2,312
49
$1.28M 0.5%
28,018
-73,608
50
$1.28M 0.5%
22,018
-298
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2
3 4 5