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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$907K 0.42%
+18,946
77
$895K 0.42%
+18,024
78
$890K 0.41%
+6,486
79
$885K 0.41%
+10,791
80
$855K 0.4%
+2,625
81
$850K 0.39%
+6,315
82
$841K 0.39%
+4,013
83
$835K 0.39%
+14,978
84
$835K 0.39%
+37,328
85
$832K 0.39%
+9,665
86
$830K 0.39%
+16,293
87
$823K 0.38%
+4,448
88
$817K 0.38%
+6,195
89
$809K 0.38%
+4,132
90
$809K 0.38%
+4,292
91
$801K 0.37%
+3,082
92
$788K 0.37%
+9,300
93
$782K 0.36%
+7,000
94
$779K 0.36%
+17,176
95
$772K 0.36%
+1,749
96
$765K 0.36%
+5,970
97
$757K 0.35%
+16,165
98
$754K 0.35%
+4,087
99
$752K 0.35%
+7,275
100
$749K 0.35%
+2,637
2 3
4
5 6