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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$616K 0.31%
6,954
+759
127
$604K 0.3%
15,361
+9,179
128
$603K 0.3%
10,428
+532
129
$592K 0.3%
7,073
+1,183
130
$586K 0.29%
1,232
+142
131
$580K 0.29%
12,689
+890
132
$580K 0.29%
23,620
-16,714
133
$569K 0.28%
27,144
-87
134
$567K 0.28%
6,077
+84
135
$537K 0.27%
22,503
+13,893
136
$532K 0.27%
24,365
137
$531K 0.27%
3,138
-875
138
$530K 0.27%
9,562
+2,000
139
$526K 0.26%
+21,968
140
$525K 0.26%
+5,117
141
$517K 0.26%
+8,254
142
$498K 0.25%
4,754
-39
143
$478K 0.24%
3,472
+404
144
$475K 0.24%
2,864
-1,135
145
$469K 0.23%
10,008
+5,803
146
$467K 0.23%
24,750
+6,770
147
$465K 0.23%
1,322
+87
148
$452K 0.23%
6,031
+1,060
149
$451K 0.23%
6,078
+840
150
$451K 0.23%
14,322
+4,014
4 5
6
7 8