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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$817K 0.41%
7,853
+780
77
$804K 0.41%
18,752
+436
78
$798K 0.4%
2,048
+163
79
$795K 0.4%
10,167
+555
80
$792K 0.4%
38,273
+19,012
81
$783K 0.4%
40,932
-16,770
82
$766K 0.39%
25,021
-696
83
$764K 0.39%
6,731
+441
84
$762K 0.38%
5,364
+297
85
$759K 0.38%
7,371
+2,617
86
$755K 0.38%
45,823
+3,680
87
$755K 0.38%
10,519
+677
88
$753K 0.38%
42,539
+3,010
89
$751K 0.38%
10,105
-2,894
90
$750K 0.38%
7,570
+390
91
$749K 0.38%
13,482
-456
92
$746K 0.38%
16,363
+2,644
93
$743K 0.37%
14,110
-5,556
94
$731K 0.37%
+17,000
95
$726K 0.37%
11,284
+2,191
96
$725K 0.37%
18,725
+3,364
97
$723K 0.36%
8,768
+295
98
$718K 0.36%
2,652
+47
99
$705K 0.36%
23,981
+1,850
100
$704K 0.36%
29,615
+5,250
2 3
4
5 6