MLA
My Legacy Advisors Portfolio holdings
AUM $259M
AUM
$259M
AUM Growth
+$1.49M (+0.6%)
Cap. Flow
+$7.83M
Cap. Flow % of AUM
3.02%
Top 10 Holdings %Top 10 Hldgs %
27.47%
Holding
210
New
13
Increased
110
Reduced
78
Closed
5
Top Buys
| 1 | $1.28M | |
| 2 | $985K | |
| 3 | $846K | |
| 4 | $788K | |
| 5 | $747K |
Top Sells
| 1 | $1.53M | |
| 2 | $1.2M | |
| 3 | $703K | |
| 4 | $660K | |
| 5 | $549K |
Sector Composition
| 1 | Technology | 10.74% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 5.34% |
| 4 | Communication Services | 4.36% |
| 5 | Utilities | 4.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $750K | 0.29% | 17,769 -226 | -1% | -$9.54K | |||
| $747K | 0.29% | 9,701 -52 | -0.5% | -$4K | |||
| $743K | 0.29% | 24,521 -83 | -0.3% | -$2.52K | |||
| $741K | 0.29% | 14,099 -1,139 | -7% | -$59.8K | |||
| $736K | 0.28% | 9,003 +434 | +5% | +$35.5K | |||
| $734K | 0.28% | 4,384 +48 | +1% | +$8.04K | |||
| $734K | 0.28% | 18,150 +915 | +5% | +$37K | |||
| $729K | 0.28% | 1,424 +16 | +1% | +$8.19K | |||
| $726K | 0.28% | 6,660 +92 | +1% | +$10K | |||
| $714K | 0.28% | 8,678 +275 | +3% | +$22.6K | |||
| $707K | 0.27% | 9,956 +242 | +2% | +$17.2K | |||
| $706K | 0.27% | 1,581 -35 | -2% | -$15.6K | |||
| $691K | 0.27% | 3,174 +148 | +5% | +$32.2K | |||
| $688K | 0.27% | 2,820 +33 | +1% | +$8.05K | |||
| $678K | 0.26% | 12,098 -302 | -2% | -$16.9K | |||
| $650K | 0.25% | 8,139 -51 | -0.6% | -$4.07K | |||
| $637K | 0.25% | 15,485 +2,124 | +16% | +$87.4K | |||
| $636K | 0.25% | 10,970 -178 | -2% | -$10.3K | |||
| $635K | 0.25% | 681 +15 | +2% | +$14K | |||
| $632K | 0.24% | 2,384 +56 | +2% | +$14.9K | |||
| $628K | 0.24% | 7,706 +304 | +4% | +$24.8K | |||
| $621K | 0.24% | 4,209 -130 | -3% | -$19.2K | |||
| $615K | 0.24% | 28,311 +825 | +3% | +$17.9K | |||
| $605K | 0.23% | 10,112 +149 | +2% | +$8.91K | |||
| $600K | 0.23% | 8,412 +201 | +2% | +$14.3K |
