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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$551K 0.26%
+10,540
127
$551K 0.26%
+11,799
128
$523K 0.24%
+24,004
129
$523K 0.24%
+3,496
130
$508K 0.24%
+14,333
131
$507K 0.24%
+1,235
132
$504K 0.23%
+5,890
133
$501K 0.23%
+4,793
134
$493K 0.23%
+1,987
135
$487K 0.23%
+1,090
136
$465K 0.22%
+1,309
137
$453K 0.21%
+611
138
$447K 0.21%
+8,476
139
$441K 0.2%
+7,562
140
$440K 0.2%
+5,238
141
$438K 0.2%
+1,970
142
$433K 0.2%
+8,611
143
$425K 0.2%
+10,308
144
$414K 0.19%
+4,971
145
$394K 0.18%
+7,941
146
$387K 0.18%
+3,068
147
$385K 0.18%
+17,980
148
$380K 0.18%
+9,274
149
$365K 0.17%
+5,227
150
$363K 0.17%
+1,399
4 5
6
7 8