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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.87%
67,991
-3,400
27
$2.33M 0.84%
5,456
+186
28
$2.32M 0.84%
45,912
+1,140
29
$2.3M 0.83%
6,335
+902
30
$2.27M 0.82%
6,373
-109
31
$2.25M 0.81%
15,268
+612
32
$2.22M 0.8%
34,038
-1,504
33
$2.2M 0.79%
22,719
+527
34
$1.87M 0.68%
10,977
+381
35
$1.81M 0.65%
11,140
+366
36
$1.8M 0.65%
36,621
+1,823
37
$1.7M 0.62%
2,851
-46
38
$1.67M 0.6%
30,400
+6,190
39
$1.65M 0.6%
21,787
+2,036
40
$1.63M 0.59%
10,905
-38
41
$1.6M 0.58%
22,640
+15,861
42
$1.58M 0.57%
2,893
-13
43
$1.58M 0.57%
6,420
+160
44
$1.56M 0.56%
5,316
+132
45
$1.55M 0.56%
4,968
-66
46
$1.51M 0.55%
5,341
-139
47
$1.5M 0.54%
25,163
+4,327
48
$1.49M 0.54%
22,819
-187
49
$1.48M 0.53%
8,893
+43
50
$1.43M 0.52%
18,286
-18,848
1
2
3 4 5