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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.53%
17,058
+1,366
52
$1.05M 0.52%
9,387
+1,767
53
$1.04M 0.52%
24,728
+16,117
54
$1.04M 0.52%
12,999
+3,334
55
$1.04M 0.52%
4,977
+478
56
$1.03M 0.51%
10,893
+102
57
$1M 0.5%
6,850
-160
58
$992K 0.5%
12,732
+564
59
$990K 0.5%
20,021
-12,086
60
$983K 0.49%
15,105
+218
61
$970K 0.49%
13,938
-655
62
$969K 0.48%
18,316
+348
63
$962K 0.48%
+21,794
64
$961K 0.48%
16,843
+7,974
65
$957K 0.48%
5,651
+690
66
$933K 0.47%
27,812
+578
67
$925K 0.46%
6,538
+578
68
$924K 0.46%
12,983
-2,735
69
$911K 0.46%
14,782
-3,978
70
$901K 0.45%
17,836
+1,543
71
$897K 0.45%
3,706
-109
72
$889K 0.44%
20,087
+11,611
73
$874K 0.44%
20,892
+2,868
74
$868K 0.43%
8,038
+1,038
75
$854K 0.43%
25,717
-874
1 2
3
4 5