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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$670K 0.26%
14,701
+230
127
$667K 0.26%
1,460
-4
128
$667K 0.26%
13,757
+1,045
129
$655K 0.26%
33,731
+926
130
$650K 0.26%
1,577
+7
131
$640K 0.25%
16,071
+3,909
132
$619K 0.24%
5,463
+139
133
$616K 0.24%
3,876
+675
134
$590K 0.23%
15,373
+50
135
$587K 0.23%
732
+1
136
$580K 0.23%
+10,046
137
$579K 0.23%
4,564
+5
138
$563K 0.22%
9,605
+425
139
$560K 0.22%
5,692
+1,523
140
$560K 0.22%
3,054
-196
141
$548K 0.22%
7,010
+90
142
$530K 0.21%
10,234
+270
143
$529K 0.21%
17,046
-1,842
144
$528K 0.21%
7,609
-1,720
145
$504K 0.2%
12,819
+409
146
$502K 0.2%
10,664
+5,623
147
$497K 0.2%
39,093
-1,161
148
$496K 0.2%
14,815
+1,838
149
$493K 0.19%
10,370
+1,067
150
$493K 0.19%
3,689
+1,246
4 5
6
7 8