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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$795K 0.31%
6,488
+27
102
$793K 0.31%
2,355
-87
103
$791K 0.31%
8,529
+707
104
$788K 0.31%
6,572
-195
105
$788K 0.31%
8,465
-163
106
$786K 0.31%
14,810
+885
107
$774K 0.3%
24,321
+1,970
108
$774K 0.3%
12,701
-750
109
$766K 0.3%
4,479
-39
110
$760K 0.3%
10,401
-88
111
$749K 0.29%
9,432
-2,170
112
$748K 0.29%
42,129
-76,257
113
$748K 0.29%
7,440
+417
114
$744K 0.29%
15,665
-20,583
115
$721K 0.28%
20,587
+1,120
116
$720K 0.28%
16,908
-4,525
117
$718K 0.28%
12,392
+111
118
$715K 0.28%
5,338
-313
119
$710K 0.28%
6,585
-56
120
$708K 0.28%
20,453
+230
121
$705K 0.28%
4,957
+96
122
$702K 0.28%
4,829
-119
123
$695K 0.27%
13,490
-3,854
124
$693K 0.27%
9,272
+170
125
$679K 0.27%
8,493
-1,690
3 4
5
6 7