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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$710K 0.36%
18,130
+1,965
102
$705K 0.35%
12,071
+2,768
103
$703K 0.35%
22,131
+2,076
104
$701K 0.35%
7,366
-4,550
105
$693K 0.35%
1,744
+189
106
$693K 0.35%
24,838
-81,881
107
$691K 0.35%
26,628
-6,874
108
$690K 0.35%
14,149
+1,229
109
$677K 0.34%
8,235
+960
110
$675K 0.34%
1,538
+154
111
$675K 0.34%
15,990
+1,495
112
$673K 0.34%
7,182
+696
113
$663K 0.33%
4,415
+616
114
$662K 0.33%
5,067
+501
115
$661K 0.33%
31,991
-4,749
116
$656K 0.33%
2,920
+283
117
$653K 0.33%
15,095
+117
118
$652K 0.33%
4,327
-3,071
119
$650K 0.33%
14,508
-41
120
$646K 0.32%
4,249
-199
121
$641K 0.32%
6,103
-212
122
$624K 0.31%
17,228
+52
123
$624K 0.31%
3,501
-157
124
$617K 0.31%
4,582
-72
125
$616K 0.31%
6,954
+759
3 4
5
6 7