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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$747K 0.35%
+8,474
102
$734K 0.34%
+1,555
103
$725K 0.34%
+34,614
104
$719K 0.33%
+10,612
105
$717K 0.33%
+12,920
106
$698K 0.32%
+3,999
107
$697K 0.32%
+4,566
108
$695K 0.32%
+4,654
109
$686K 0.32%
+14,190
110
$670K 0.31%
+20,055
111
$669K 0.31%
+14,495
112
$664K 0.31%
+7,817
113
$656K 0.3%
+36,740
114
$654K 0.3%
+14,549
115
$648K 0.3%
+3,658
116
$648K 0.3%
+27,231
117
$642K 0.3%
+22,362
118
$629K 0.29%
+3,799
119
$619K 0.29%
+9,896
120
$600K 0.28%
+8,869
121
$587K 0.27%
+5,873
122
$585K 0.27%
+9,056
123
$572K 0.27%
+24,365
124
$564K 0.26%
+9,303
125
$563K 0.26%
+5,993
3 4
5
6 7