MLA
My Legacy Advisors Portfolio holdings
AUM $259M
AUM
$259M
AUM Growth
+$1.49M (+0.6%)
Cap. Flow
+$7.83M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
27.47%
Holding
210
New
13
Increased
110
Reduced
78
Closed
5
Top Buys
| 1 | $1.28M | |
| 2 | $985K | |
| 3 | $846K | |
| 4 | $788K | |
| 5 | $747K |
Top Sells
| 1 | $1.53M | |
| 2 | $1.2M | |
| 3 | $703K | |
| 4 | $660K | |
| 5 | $549K |
Sector Composition
| 1 | Technology | 10.74% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 5.34% |
| 4 | Communication Services | 4.36% |
| 5 | Utilities | 4.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $991K | 0.38% | 24,188 +1,378 | +6% | +$56.5K | |||
| $987K | 0.38% | 13,925 -42 | -0.3% | -$2.98K | |||
| $964K | 0.37% | 3,507 +6 | +0.2% | +$1.65K | |||
| $954K | 0.37% | 6,011 -62 | -1% | -$9.84K | |||
| $946K | 0.36% | 3,035 -30 | -1% | -$9.35K | |||
| $930K | 0.36% | 7,820 +419 | +6% | +$49.8K | |||
| $899K | 0.35% | 20,689 -94 | -0.5% | -$4.08K | |||
| $891K | 0.34% | 9,296 -650 | -7% | -$62.3K | |||
| $876K | 0.34% | 21,845 +655 | +3% | +$26.3K | |||
| $858K | 0.33% | 9,268 +398 | +4% | +$36.8K | |||
| $854K | 0.33% | 13,794 +6,741 | +96% | +$417K | |||
| $850K | 0.33% | 18,610 -385 | -2% | -$17.6K | |||
| $846K | 0.33% | 18,385 | New | +$846K | |||
| $827K | 0.32% | 6,687 -228 | -3% | -$28.2K | |||
| $822K | 0.32% | 6,408 -20 | -0.3% | -$2.57K | |||
| $817K | 0.32% | 4,792 +88 | +2% | +$15K | |||
| $814K | 0.31% | 3,673 +1,376 | +60% | +$305K | |||
| $805K | 0.31% | 1,325 -20 | -1% | -$12.2K | |||
| $805K | 0.31% | 1,584 +55 | +4% | +$27.9K | |||
| $805K | 0.31% | 1,728 +71 | +4% | +$33.1K | |||
| $789K | 0.3% | 2,940 +138 | +5% | +$37K | |||
| $788K | 0.3% | 13,358 | New | +$788K | |||
| $780K | 0.3% | 12,663 -666 | -5% | -$41K | |||
| $753K | 0.29% | 4,357 +205 | +5% | +$35.4K | |||
| $751K | 0.29% | 1,273 +19 | +2% | +$11.2K |
