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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.89%
5,502
+46
27
$2.63M 0.88%
62,560
+2,941
28
$2.59M 0.87%
6,158
-177
29
$2.58M 0.87%
10,437
-6,183
30
$2.47M 0.83%
6,441
+68
31
$2.39M 0.8%
66,667
-1,324
32
$2.38M 0.8%
20,712
-13,118
33
$2.37M 0.79%
41,143
+18,012
34
$2.32M 0.78%
3,165
-430
35
$2.25M 0.75%
11,226
+249
36
$2.2M 0.74%
12,812
-2,456
37
$2.18M 0.73%
23,088
+369
38
$2.16M 0.72%
30,498
-3,540
39
$1.98M 0.67%
2,045
+124
40
$1.95M 0.65%
6,486
+66
41
$1.83M 0.61%
11,220
+80
42
$1.81M 0.61%
5,433
+92
43
$1.71M 0.57%
13,996
+556
44
$1.7M 0.57%
10,466
-439
45
$1.69M 0.57%
2,915
+22
46
$1.67M 0.56%
4,843
-125
47
$1.58M 0.53%
20,796
-1,844
48
$1.56M 0.52%
8,936
+43
49
$1.53M 0.51%
5,430
+114
50
$1.53M 0.51%
3,024
+173
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2
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