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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$916K 0.36%
17,995
+92
77
$913K 0.35%
2,151
-76
78
$900K 0.35%
2,802
+60
79
$894K 0.35%
4,063
-63
80
$888K 0.34%
20,783
-450
81
$883K 0.34%
1,345
+150
82
$882K 0.34%
18,995
-1,143
83
$881K 0.34%
6,428
+344
84
$863K 0.33%
+8,870
85
$825K 0.32%
7,401
+693
86
$824K 0.32%
3,065
+147
87
$824K 0.32%
16,146
+406
88
$784K 0.3%
15,068
-200
89
$782K 0.3%
15,238
+1,201
90
$782K 0.3%
21,190
+870
91
$782K 0.3%
1,616
-164
92
$769K 0.3%
6,915
-897
93
$760K 0.3%
9,714
+241
94
$759K 0.29%
1,529
+26
95
$751K 0.29%
4,704
-494
96
$750K 0.29%
9,753
-714
97
$725K 0.28%
8,403
+394
98
$720K 0.28%
6,073
-63
99
$716K 0.28%
4,152
-1,368
100
$709K 0.28%
1,657
+61
2 3
4
5 6