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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$843K 0.28%
16,980
-1,049
102
$842K 0.28%
6,589
-171
103
$823K 0.28%
18,162
-1,550
104
$821K 0.28%
19,119
+5,570
105
$802K 0.27%
1,430
-699
106
$788K 0.26%
1,697
+223
107
$786K 0.26%
5,987
-316
108
$781K 0.26%
1,631
+94
109
$778K 0.26%
20,141
+2,026
110
$773K 0.26%
+3,280
111
$755K 0.25%
4,463
-9
112
$749K 0.25%
12,957
+5
113
$749K 0.25%
1,761
+74
114
$740K 0.25%
4,208
+939
115
$737K 0.25%
3,660
-2,495
116
$735K 0.25%
13,201
-1,202
117
$733K 0.25%
10,208
-64
118
$731K 0.25%
4,718
-100
119
$728K 0.24%
45,106
+724
120
$727K 0.24%
14,777
+293
121
$726K 0.24%
1,306
+160
122
$718K 0.24%
14,008
-1,663
123
$705K 0.24%
18,808
-1,966
124
$705K 0.24%
11,152
+2,890
125
$694K 0.23%
7,572
-59
3 4
5
6 7