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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$692K 0.23%
8,591
+164
127
$688K 0.23%
21,081
+790
128
$687K 0.23%
12,693
-20
129
$662K 0.22%
32,857
-2,849
130
$658K 0.22%
49,572
+5,200
131
$658K 0.22%
23,781
+2,357
132
$640K 0.21%
10,704
-275
133
$635K 0.21%
+4,266
134
$630K 0.21%
5,158
-88
135
$630K 0.21%
2,925
-102
136
$620K 0.21%
9,505
-645
137
$613K 0.21%
1,768
-2,082
138
$611K 0.2%
7,310
-10,976
139
$602K 0.2%
7,325
+3,785
140
$601K 0.2%
14,356
-1,173
141
$592K 0.2%
2,995
+593
142
$588K 0.2%
13,569
+1,308
143
$580K 0.19%
11,400
-1,312
144
$579K 0.19%
6,164
-75
145
$554K 0.19%
14,938
+7,370
146
$553K 0.19%
19,678
+7,335
147
$550K 0.18%
4,227
-16
148
$548K 0.18%
10,927
-1,994
149
$543K 0.18%
4,673
+128
150
$523K 0.18%
7,830
+350
4 5
6
7 8