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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.45%
52,740
+6,917
77
$1.04M 0.45%
26,552
-1,727
78
$1.04M 0.44%
2,269
+221
79
$1.04M 0.44%
7,278
+153
80
$986K 0.42%
22,176
+2,750
81
$982K 0.42%
49,506
+8,756
82
$982K 0.42%
39,758
+10,143
83
$981K 0.42%
10,737
+570
84
$949K 0.4%
8,240
+670
85
$944K 0.4%
12,513
+850
86
$936K 0.4%
47,554
+5,015
87
$927K 0.4%
3,833
+364
88
$910K 0.39%
11,295
+1,190
89
$909K 0.39%
13,451
-31
90
$898K 0.38%
5,084
-52
91
$879K 0.37%
6,699
-32
92
$867K 0.37%
21,686
+3,206
93
$855K 0.36%
6,704
+1,368
94
$845K 0.36%
26,328
+2,347
95
$842K 0.36%
1,957
+96
96
$835K 0.36%
7,967
+596
97
$834K 0.36%
9,032
+2,130
98
$833K 0.36%
11,152
+633
99
$821K 0.35%
18,629
-123
100
$816K 0.35%
16,780
+938
2 3
4
5 6