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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$667K 0.24%
4,818
-330
127
$661K 0.24%
6,239
-321
128
$659K 0.24%
20,291
-285
129
$647K 0.23%
34,395
+126
130
$638K 0.23%
10,150
+6,482
131
$633K 0.23%
14,444
+4,966
132
$627K 0.23%
10,979
-379
133
$625K 0.23%
780
+8
134
$625K 0.23%
+2,302
135
$620K 0.22%
12,712
-373
136
$614K 0.22%
15,529
+2,693
137
$612K 0.22%
12,921
+1,552
138
$598K 0.22%
1,474
+207
139
$595K 0.21%
3,027
-70
140
$574K 0.21%
5,349
+556
141
$568K 0.21%
21,424
+1,117
142
$557K 0.2%
4,243
-90
143
$534K 0.19%
15,862
+170
144
$531K 0.19%
5,053
-1,559
145
$530K 0.19%
1,146
+375
146
$520K 0.19%
44,372
+492
147
$519K 0.19%
13,549
+1,397
148
$511K 0.18%
+13,919
149
$502K 0.18%
11,819
-21,457
150
$499K 0.18%
2,402
+768
4 5
6
7 8