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
$246M
AUM Growth
-$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.97M
3
+$2.27M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.47M

Top Sells

1
+$2.21M
2
+$1.63M
3
+$1.26M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$991K
5
BCE icon
BCE
BCE
+$832K

Sector Composition

1 Technology 10.19%
2 Financials 7.04%
3 Healthcare 5.21%
4 Consumer Discretionary 5.11%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.51%
68,468
-2,612
52
$1.26M 0.51%
23,421
+918
53
$1.24M 0.5%
13,089
-1,564
54
$1.23M 0.5%
23,006
+988
55
$1.22M 0.5%
26,728
-1,290
56
$1.21M 0.49%
16,844
+420
57
$1.2M 0.49%
6,260
+307
58
$1.19M 0.48%
3,928
-26
59
$1.19M 0.48%
15,834
+312
60
$1.19M 0.48%
8,002
-231
61
$1.18M 0.48%
15,828
+1,276
62
$1.17M 0.48%
14,956
+278
63
$1.13M 0.46%
20,836
+78
64
$1.11M 0.45%
12,606
+606
65
$1.1M 0.45%
31,000
+1,949
66
$1.09M 0.44%
17,610
+429
67
$1.08M 0.44%
1,833
-25
68
$1.07M 0.43%
56,462
+2,340
69
$1.04M 0.42%
6,802
+230
70
$1.04M 0.42%
2,306
-20
71
$1.03M 0.42%
10,096
+593
72
$1.03M 0.42%
2,107
+56
73
$1.02M 0.42%
67,157
+12,447
74
$1.02M 0.41%
24,210
+3,770
75
$1.01M 0.41%
12,160
+2,264
1 2
3
4 5