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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.54%
+14,504
52
$1.25M 0.53%
21,178
+4,815
53
$1.25M 0.53%
10,961
+5,840
54
$1.23M 0.53%
14,612
+1,250
55
$1.23M 0.53%
4,671
+273
56
$1.22M 0.52%
24,188
-3,961
57
$1.21M 0.52%
11,778
+748
58
$1.19M 0.51%
10,840
-1,666
59
$1.18M 0.5%
15,762
+405
60
$1.17M 0.5%
4,049
+7
61
$1.17M 0.5%
9,893
+2,040
62
$1.16M 0.5%
23,020
-1,274
63
$1.16M 0.5%
19,411
+463
64
$1.16M 0.49%
4,833
+490
65
$1.13M 0.48%
1,670
+75
66
$1.13M 0.48%
11,245
+1,627
67
$1.11M 0.47%
13,803
+497
68
$1.11M 0.47%
29,461
+767
69
$1.1M 0.47%
9,939
-324
70
$1.09M 0.46%
68,920
+1,152
71
$1.08M 0.46%
22,878
+978
72
$1.08M 0.46%
11,109
-3,801
73
$1.08M 0.46%
+26,064
74
$1.06M 0.45%
5,682
+318
75
$1.06M 0.45%
16,685
-3,618
1 2
3
4 5