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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.54%
4,398
+187
52
$1.06M 0.54%
20,303
+3,460
53
$1.04M 0.53%
18,948
-31
54
$1.02M 0.52%
4,042
+79
55
$1.02M 0.51%
11,030
+137
56
$1.01M 0.51%
12,079
+810
57
$1M 0.51%
3,490
+137
58
$994K 0.5%
15,357
+252
59
$989K 0.5%
22,632
+12,624
60
$989K 0.5%
28,279
+5,280
61
$977K 0.49%
4,343
+1,018
62
$974K 0.49%
28,694
+882
63
$969K 0.49%
10,263
+3,081
64
$952K 0.48%
21,900
+1,008
65
$924K 0.47%
67,768
-12,292
66
$906K 0.46%
11,663
+570
67
$897K 0.45%
7,303
+803
68
$891K 0.45%
7,125
+275
69
$884K 0.45%
13,362
+5,108
70
$882K 0.45%
5,136
+159
71
$873K 0.44%
19,692
-2,102
72
$864K 0.44%
13,108
+125
73
$846K 0.43%
13,306
+1,235
74
$841K 0.42%
23,581
-9,215
75
$835K 0.42%
9,618
+1,580
1 2
3
4 5