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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$848K 0.42%
6,500
+3,004
77
$846K 0.42%
7,180
+329
78
$842K 0.42%
22,999
+13,725
79
$840K 0.42%
11,093
+481
80
$821K 0.41%
8,473
-182
81
$809K 0.4%
+4,593
82
$794K 0.4%
9,842
+542
83
$790K 0.4%
1,885
+136
84
$782K 0.39%
3,325
+243
85
$780K 0.39%
9,318
+844
86
$779K 0.39%
4,401
+109
87
$777K 0.39%
36,096
+21,288
88
$777K 0.39%
+11,486
89
$771K 0.39%
9,612
+289
90
$763K 0.38%
5,617
-2,533
91
$758K 0.38%
4,401
+314
92
$752K 0.38%
+13,719
93
$751K 0.38%
5,677
-2,108
94
$750K 0.38%
6,290
+320
95
$744K 0.37%
39,529
+4,915
96
$744K 0.37%
6,108
-140
97
$737K 0.37%
9,231
+6,430
98
$734K 0.37%
42,143
+4,815
99
$725K 0.36%
9,093
+1,276
100
$714K 0.36%
2,605
-20
2 3
4
5 6