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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.93%
2,593
-47
27
$2.34M 0.91%
14,615
-449
28
$2.31M 0.9%
44,599
+22,106
29
$2.27M 0.88%
40,573
+969
30
$2.22M 0.86%
4,248
-88
31
$2.22M 0.86%
7,619
-244
32
$2.2M 0.85%
11,395
+152
33
$2.19M 0.85%
6,921
-229
34
$2.17M 0.84%
5,342
-43
35
$1.98M 0.77%
5,130
+56
36
$1.94M 0.75%
9,893
-248
37
$1.69M 0.66%
47,688
-5,776
38
$1.69M 0.66%
7,879
+55
39
$1.66M 0.64%
3,879
+218
40
$1.65M 0.64%
31,745
+1,241
41
$1.63M 0.63%
12,449
-362
42
$1.51M 0.58%
16,497
-94
43
$1.47M 0.57%
12,301
+235
44
$1.43M 0.56%
24,712
-506
45
$1.42M 0.55%
10,785
+531
46
$1.4M 0.54%
16,152
+1,718
47
$1.37M 0.53%
4,155
+117
48
$1.35M 0.52%
8,228
+456
49
$1.35M 0.52%
2,440
-56
50
$1.32M 0.51%
4,680
+10
1
2
3 4 5