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
$281M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.8M
3
+$1.52M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.45M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.38M

Top Sells

1
+$3.43M
2
+$1.57M
3
+$1.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$977K
5
AMGN icon
Amgen
AMGN
+$946K

Sector Composition

1 Technology 12.46%
2 Financials 9.37%
3 Consumer Discretionary 5.15%
4 Communication Services 4.22%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$214B
$1.48M 0.53%
4,968
+166
KO icon
52
Coca-Cola
KO
$304B
$1.42M 0.5%
20,321
+197
T icon
53
AT&T
T
$181B
$1.39M 0.49%
50,192
+1,128
AVGO icon
54
Broadcom
AVGO
$1.8T
$1.37M 0.49%
4,992
+608
ETR icon
55
Entergy
ETR
$41.5B
$1.36M 0.48%
16,576
+128
IWS icon
56
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$1.36M 0.48%
9,975
-590
TSLA icon
57
Tesla
TSLA
$1.43T
$1.35M 0.48%
4,369
-19
HCA icon
58
HCA Healthcare
HCA
$114B
$1.34M 0.48%
3,554
-48
VOE icon
59
Vanguard Mid-Cap Value ETF
VOE
$19.5B
$1.33M 0.47%
7,881
-558
AEP icon
60
American Electric Power
AEP
$63.7B
$1.22M 0.43%
11,461
+353
IP icon
61
International Paper
IP
$20B
$1.21M 0.43%
23,175
+548
FITB icon
62
Fifth Third Bancorp
FITB
$28.9B
$1.2M 0.43%
27,318
-83
DUK icon
63
Duke Energy
DUK
$93.1B
$1.2M 0.43%
10,128
+21
IBM icon
64
IBM
IBM
$282B
$1.19M 0.42%
4,141
+59
ESGU icon
65
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$1.17M 0.42%
8,549
-982
PM icon
66
Philip Morris
PM
$241B
$1.17M 0.42%
6,445
+434
CFG icon
67
Citizens Financial Group
CFG
$23.5B
$1.15M 0.41%
23,983
-205
CINF icon
68
Cincinnati Financial
CINF
$25.6B
$1.13M 0.4%
7,633
-171
TMO icon
69
Thermo Fisher Scientific
TMO
$218B
$1.1M 0.39%
2,554
+68
CVX icon
70
Chevron
CVX
$300B
$1.1M 0.39%
7,125
+821
MET icon
71
MetLife
MET
$50.3B
$1.1M 0.39%
14,000
+164
NEE icon
72
NextEra Energy
NEE
$176B
$1.09M 0.39%
14,667
+742
VUG icon
73
Vanguard Growth ETF
VUG
$202B
$1.09M 0.39%
2,462
-404
VRTX icon
74
Vertex Pharmaceuticals
VRTX
$110B
$1.09M 0.39%
2,263
+63
VZ icon
75
Verizon
VZ
$171B
$1.08M 0.39%
25,793
+654
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3
4 5