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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$826K 0.3%
8,712
+93
102
$824K 0.3%
18,029
+7,395
103
$804K 0.29%
15,671
-2,275
104
$783K 0.28%
6,303
-311
105
$781K 0.28%
1,817
+592
106
$777K 0.28%
6,760
+162
107
$769K 0.28%
10,272
+60
108
$754K 0.27%
12,713
+12
109
$750K 0.27%
14,403
-1,593
110
$745K 0.27%
12,952
111
$743K 0.27%
3,269
+2,031
112
$742K 0.27%
5,163
+361
113
$738K 0.27%
14,622
+692
114
$732K 0.26%
1,687
+31
115
$727K 0.26%
20,774
+398
116
$726K 0.26%
7,631
-25
117
$724K 0.26%
6,322
+579
118
$718K 0.26%
1,537
+9
119
$715K 0.26%
44,382
+232
120
$700K 0.25%
35,706
-924
121
$691K 0.25%
16,608
+595
122
$690K 0.25%
5,246
+123
123
$689K 0.25%
18,115
+441
124
$682K 0.25%
14,484
-1,693
125
$682K 0.25%
8,427
-819
3 4
5
6 7