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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.36%
5,600
-15
77
$1.06M 0.35%
17,414
-5,405
78
$1.05M 0.35%
45,504
-1,500
79
$1.01M 0.34%
25,789
-105
80
$1M 0.34%
9,558
-1,334
81
$1M 0.34%
2,202
-55
82
$991K 0.33%
14,159
-283
83
$981K 0.33%
27,036
+1,045
84
$972K 0.33%
18,404
+20
85
$971K 0.33%
2,324
+507
86
$968K 0.32%
15,152
+370
87
$966K 0.32%
+7,527
88
$954K 0.32%
6,116
+953
89
$953K 0.32%
33,747
-2,093
90
$940K 0.32%
9,189
+160
91
$934K 0.31%
3,286
+361
92
$934K 0.31%
20,897
+330
93
$917K 0.31%
18,797
-2,546
94
$910K 0.31%
3,501
-92
95
$907K 0.3%
7,239
+917
96
$903K 0.3%
8,759
-5,942
97
$886K 0.3%
17,175
-19,446
98
$879K 0.29%
9,622
-364
99
$861K 0.29%
2,860
+558
100
$843K 0.28%
19,328
+2,720
2 3
4
5 6