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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.5%
1,921
+88
52
$1.35M 0.49%
37,758
-11,943
53
$1.34M 0.48%
3,850
-78
54
$1.34M 0.48%
16,274
-3,241
55
$1.31M 0.47%
15,449
-385
56
$1.3M 0.47%
13,664
-877
57
$1.3M 0.47%
15,210
+254
58
$1.25M 0.45%
23,131
+6,582
59
$1.22M 0.44%
14,701
-2,143
60
$1.21M 0.44%
17,440
-170
61
$1.21M 0.44%
18,312
+1,722
62
$1.2M 0.43%
13,440
+1,280
63
$1.2M 0.43%
25,962
-766
64
$1.19M 0.43%
34,105
-811
65
$1.16M 0.42%
10,892
+4,291
66
$1.16M 0.42%
5,476
+504
67
$1.15M 0.42%
7,909
+255
68
$1.13M 0.41%
2,129
+22
69
$1.13M 0.41%
55,742
-720
70
$1.12M 0.41%
11,565
-1,041
71
$1.11M 0.4%
13,865
-1,963
72
$1.1M 0.4%
9,310
-409
73
$1.1M 0.4%
9,862
-234
74
$1.09M 0.39%
28,762
+1,693
75
$1.06M 0.38%
30,353
-647
1 2
3
4 5