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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.5%
1,762
+28
52
$1.26M 0.49%
15,906
-444
53
$1.25M 0.49%
2,030
+701
54
$1.25M 0.49%
20,233
-486
55
$1.23M 0.48%
6,449
+1,058
56
$1.22M 0.47%
11,233
+398
57
$1.2M 0.46%
27,203
-737
58
$1.19M 0.46%
21,392
-513
59
$1.17M 0.45%
13,753
-296
60
$1.12M 0.43%
2,685
+2
61
$1.12M 0.43%
3,642
-192
62
$1.1M 0.43%
7,768
-240
63
$1.08M 0.42%
11,395
-115
64
$1.07M 0.42%
22,810
+229
65
$1.05M 0.41%
2,540
-367
66
$1.04M 0.4%
9,946
-514
67
$1.04M 0.4%
9,738
-54
68
$1.03M 0.4%
3,501
-23
69
$1.02M 0.39%
6,417
-374
70
$1M 0.39%
45,799
-1,177
71
$1M 0.39%
6,928
-87
72
$989K 0.38%
4,336
+786
73
$979K 0.38%
25,649
+110
74
$968K 0.38%
13,967
+533
75
$917K 0.36%
5,352
-323
1 2
3
4 5