MLA

My Legacy Advisors Portfolio holdings

AUM $259M
AUM
$259M
AUM Growth
+$1.49M
Cap. Flow
+$7.83M
Cap. Flow %
3.02%
Top 10 Hldgs %
27.47%
Holding
210
New
13
Increased
110
Reduced
78
Closed
5

Top Buys

1
$1.28M
2
$985K
3
$846K
4
$788K
5
$747K

Top Sells

1
$1.53M
2
$1.2M
3
$703K
4
$660K
5
$549K

Sector Composition

1Technology10.74%
2Financials9.53%
3Consumer Discretionary5.34%
4Communication Services4.36%
5Utilities4.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.28M0.49%27,426 New
+$1.28M
$1.24M0.48%3,602
-40
-1%
-$13.8K
$1.24M0.48%6,913
+464
+7%
+$83.2K
$1.24M0.48%2,486
+46
+2%
+$22.9K
$1.23M0.48%10,107
+369
+4%
+$45K
$1.21M0.47%11,108
-287
-3%
-$31.4K
$1.21M0.47%2,097
+67
+3%
+$38.6K
$1.21M0.47%22,627
+1,235
+6%
+$65.9K
$1.16M0.45%9,531
-2,918
-23%
-$356K
$1.15M0.44%7,804
+36
+0.5%
+$5.32K
$1.14M0.44%25,139
-510
-2%
-$23.1K
$1.14M0.44%4,388
+509
+13%
+$132K
$1.14M0.44%1,713
-49
-3%
-$32.5K
$1.13M0.44%11,473
+240
+2%
+$23.7K
$1.12M0.43%5,367
+15
+0.3%
+$3.14K
$1.11M0.43%13,836
+83
+0.6%
+$6.66K
$1.09M0.42%4,305
+150
+4%
+$38.1K
$1.07M0.41%2,802
+117
+4%
+$44.9K
$1.07M0.41%27,401
+198
+0.7%
+$7.76K
$1.07M0.41%2,200
+49
+2%
+$23.8K
$1.06M0.41%2,866
+326
+13%
+$121K
$1.05M0.41%6,304
-113
-2%
-$18.9K
$1.04M0.4%17,325
+1,179
+7%
+$70.8K
$1.02M0.39%4,082
+19
+0.5%
+$4.73K
$1M0.39%6,673
-255
-4%
-$38.2K
123459