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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.51%
24,744
-419
52
$1.43M 0.48%
5,755
+279
53
$1.39M 0.47%
13,680
+16
54
$1.36M 0.46%
14,497
-952
55
$1.36M 0.46%
5,235
+357
56
$1.36M 0.46%
+38,964
57
$1.28M 0.43%
8,105
+196
58
$1.27M 0.43%
17,112
-328
59
$1.26M 0.42%
33,129
-4,629
60
$1.26M 0.42%
33,805
-300
61
$1.24M 0.42%
29,582
+820
62
$1.23M 0.41%
15,025
-1,249
63
$1.22M 0.41%
9,223
-87
64
$1.2M 0.4%
13,880
+15
65
$1.19M 0.4%
25,757
-205
66
$1.18M 0.39%
9,486
-110
67
$1.16M 0.39%
+22,026
68
$1.15M 0.39%
29,582
-771
69
$1.14M 0.38%
16,601
-1,711
70
$1.11M 0.37%
11,528
-37
71
$1.11M 0.37%
6,112
+20
72
$1.1M 0.37%
18,349
-275
73
$1.08M 0.36%
6,649
-69
74
$1.08M 0.36%
8,906
-956
75
$1.07M 0.36%
60,859
-132
1 2
3
4 5