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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.5%
14,552
-90
52
$1.25M 0.49%
20,758
+605
53
$1.25M 0.49%
3,954
-99
54
$1.25M 0.49%
17,077
-6,415
55
$1.23M 0.48%
8,233
+837
56
$1.22M 0.48%
15,522
-4,328
57
$1.21M 0.48%
14,284
-42
58
$1.21M 0.48%
30,824
+2,679
59
$1.2M 0.47%
7,649
+195
60
$1.2M 0.47%
10,906
+1,366
61
$1.19M 0.47%
16,424
-213
62
$1.16M 0.46%
5,953
+105
63
$1.16M 0.45%
22,503
-348
64
$1.13M 0.44%
14,678
-294
65
$1.12M 0.44%
12,000
+30
66
$1.08M 0.43%
2,326
-20
67
$1.08M 0.42%
+44,665
68
$1.05M 0.41%
14,087
+475
69
$1.05M 0.41%
11,377
+105
70
$1.05M 0.41%
54,122
+4,015
71
$1.03M 0.4%
15,810
+245
72
$1.02M 0.4%
9,503
-670
73
$1.02M 0.4%
17,181
-260
74
$1.01M 0.4%
9,487
-2,191
75
$1.01M 0.4%
19,953
-1,351
1 2
3
4 5