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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$686K 0.27%
8,569
-41
102
$683K 0.27%
3,197
-1,600
103
$679K 0.26%
27,486
+2,986
104
$677K 0.26%
8,211
-162
105
$676K 0.26%
17,235
-12
106
$671K 0.26%
8,190
+127
107
$670K 0.26%
24,604
-559
108
$665K 0.26%
12,400
+276
109
$665K 0.26%
1,408
+19
110
$655K 0.25%
6,631
-639
111
$650K 0.25%
1,254
-1
112
$628K 0.24%
6,568
+233
113
$619K 0.24%
13,329
-766
114
$606K 0.24%
13,361
+1,862
115
$600K 0.23%
5,992
-765
116
$593K 0.23%
11,148
-353
117
$592K 0.23%
2,787
+332
118
$592K 0.23%
3,544
-133
119
$583K 0.23%
7,029
+201
120
$581K 0.23%
9,963
-374
121
$565K 0.22%
666
+48
122
$565K 0.22%
+2,297
123
$555K 0.22%
17,108
+1,963
124
$552K 0.21%
7,259
-443
125
$546K 0.21%
3,026
+149
3 4
5
6 7