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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.51%
+12,168
52
$1.1M 0.51%
+15,692
53
$1.1M 0.51%
+20,733
54
$1.07M 0.5%
+7,010
55
$1.07M 0.5%
+4,499
56
$1.07M 0.5%
+14,887
57
$1.05M 0.49%
+6,289
58
$1.04M 0.48%
+8,072
59
$1.02M 0.47%
+8,655
60
$1.02M 0.47%
+7,461
61
$1.01M 0.47%
+14,593
62
$1.01M 0.47%
+6,248
63
$999K 0.46%
+40,334
64
$994K 0.46%
+9,959
65
$972K 0.45%
+22,365
66
$970K 0.45%
+5,960
67
$969K 0.45%
+8,635
68
$968K 0.45%
+26,591
69
$952K 0.44%
+3,815
70
$946K 0.44%
+3,824
71
$931K 0.43%
+6,851
72
$930K 0.43%
+17,968
73
$924K 0.43%
+33,502
74
$924K 0.43%
+1,384
75
$914K 0.42%
+9,323
1 2
3
4 5