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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$995K 0.39%
29,051
+555
77
$982K 0.39%
2,051
+21
78
$964K 0.38%
4,451
+41
79
$960K 0.38%
+4,279
80
$946K 0.37%
36,174
+5,805
81
$940K 0.37%
20,440
+10,830
82
$899K 0.35%
32,790
+2,540
83
$895K 0.35%
9,896
-7
84
$876K 0.34%
8,791
+86
85
$856K 0.34%
19,110
+1,380
86
$841K 0.33%
16,994
+760
87
$832K 0.33%
18,470
+1,285
88
$829K 0.33%
3,918
-1,164
89
$827K 0.33%
54,710
+302
90
$827K 0.32%
11,214
-286
91
$823K 0.32%
28,093
+1,942
92
$819K 0.32%
4,973
+204
93
$816K 0.32%
4,326
-32
94
$810K 0.32%
18,736
+1,605
95
$810K 0.32%
4,086
+97
96
$809K 0.32%
3,114
+271
97
$808K 0.32%
7,760
+187
98
$808K 0.32%
6,521
-11
99
$804K 0.32%
20,390
+565
100
$800K 0.31%
18,480
+189
2 3
4
5 6