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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.3%
24,004
-1,557
127
$693K 0.3%
4,753
-2,550
128
$686K 0.29%
3,594
-817
129
$681K 0.29%
31,716
-3,754
130
$673K 0.29%
14,351
+1,831
131
$672K 0.29%
8,620
+1,804
132
$657K 0.28%
4,798
+1,570
133
$657K 0.28%
6,689
+1,663
134
$653K 0.28%
9,074
+1,588
135
$652K 0.28%
2,653
+436
136
$650K 0.28%
28,238
-12,694
137
$638K 0.27%
12,941
+1,587
138
$629K 0.27%
1,427
+96
139
$615K 0.26%
5,351
-558
140
$614K 0.26%
16,847
+592
141
$602K 0.26%
14,457
+993
142
$598K 0.26%
14,350
-9,231
143
$588K 0.25%
3,857
+538
144
$569K 0.24%
12,194
-628
145
$566K 0.24%
1,518
+99
146
$556K 0.24%
10,943
-2,185
147
$546K 0.23%
4,149
-1,637
148
$538K 0.23%
3,271
-212
149
$530K 0.23%
21,131
-9,671
150
$521K 0.22%
711
+48
4 5
6
7 8