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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$576K 0.29%
5,786
-322
127
$574K 0.29%
11,482
+1,920
128
$573K 0.29%
3,483
-18
129
$571K 0.29%
5,909
+792
130
$569K 0.29%
6,674
+597
131
$567K 0.29%
+6,347
132
$566K 0.29%
12,520
+1,920
133
$555K 0.28%
18,480
+350
134
$550K 0.28%
16,855
+865
135
$549K 0.28%
21,128
+8,598
136
$541K 0.27%
5,121
+2,520
137
$531K 0.27%
13,464
+775
138
$529K 0.27%
6,902
+1,800
139
$526K 0.27%
7,909
-8,093
140
$515K 0.26%
16,255
+1,933
141
$509K 0.26%
7,486
+1,455
142
$506K 0.26%
12,822
+2,711
143
$505K 0.25%
9,005
-5,777
144
$500K 0.25%
20,850
-5,778
145
$498K 0.25%
2,217
+400
146
$485K 0.24%
11,354
+3,487
147
$483K 0.24%
17,583
+1,840
148
$482K 0.24%
3,762
-1,855
149
$482K 0.24%
6,816
+738
150
$479K 0.24%
14,804
+3,061
4 5
6
7 8