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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$815K 0.35%
10,142
+510
102
$814K 0.35%
13,516
+2,232
103
$805K 0.34%
14,902
+3,420
104
$800K 0.34%
19,271
+1,212
105
$791K 0.34%
4,266
-536
106
$788K 0.34%
6,324
+688
107
$784K 0.33%
2,501
-151
108
$778K 0.33%
17,251
-1,474
109
$762K 0.33%
16,672
-328
110
$758K 0.32%
4,838
+261
111
$756K 0.32%
21,618
-12,215
112
$756K 0.32%
16,012
+217
113
$754K 0.32%
16,370
+1,421
114
$751K 0.32%
+5,318
115
$747K 0.32%
4,437
+620
116
$739K 0.32%
18,902
+1,319
117
$738K 0.32%
29,717
-3,544
118
$738K 0.31%
4,398
-73
119
$731K 0.31%
17,680
+825
120
$729K 0.31%
6,785
+438
121
$728K 0.31%
11,755
+839
122
$724K 0.31%
7,053
+379
123
$718K 0.31%
21,454
-3,567
124
$717K 0.31%
8,733
-35
125
$699K 0.3%
10,435
-3,675
3 4
5
6 7