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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.38%
9,596
+45
77
$1.02M 0.37%
2,257
-49
78
$1.01M 0.37%
6,718
-1,284
79
$1M 0.36%
18,624
-4,797
80
$998K 0.36%
6,092
+2,247
81
$990K 0.36%
60,991
-6,166
82
$988K 0.36%
4,878
+370
83
$983K 0.35%
47,004
-21,464
84
$979K 0.35%
25,894
+630
85
$963K 0.35%
21,343
-728
86
$956K 0.35%
6,155
-647
87
$950K 0.34%
35,840
-654
88
$942K 0.34%
42,044
+3,330
89
$942K 0.34%
18,384
+390
90
$928K 0.34%
9,986
-3,103
91
$911K 0.33%
14,442
-50
92
$911K 0.33%
5,615
+236
93
$898K 0.32%
14,782
+3,044
94
$895K 0.32%
19,712
+604
95
$887K 0.32%
2,925
+510
96
$881K 0.32%
20,567
+1,850
97
$880K 0.32%
4,472
-122
98
$855K 0.31%
9,029
-100
99
$852K 0.31%
3,593
+1
100
$848K 0.31%
25,991
+111
2 3
4
5 6