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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$543K 0.21%
7,402
-128
127
$536K 0.21%
4,339
-130
128
$536K 0.21%
4,064
-262
129
$531K 0.21%
2,328
-47
130
$524K 0.2%
4,975
+616
131
$523K 0.2%
11,115
+940
132
$489K 0.19%
9,260
-438
133
$487K 0.19%
4,037
+327
134
$486K 0.19%
7,503
-660
135
$484K 0.19%
676
+61
136
$481K 0.19%
8,519
+117
137
$467K 0.18%
16,564
+1,728
138
$461K 0.18%
16,596
-970
139
$451K 0.18%
7,964
-647
140
$438K 0.17%
3,373
-106
141
$431K 0.17%
4,629
-69
142
$419K 0.16%
1,871
+24
143
$418K 0.16%
12,068
+540
144
$416K 0.16%
3,443
+70
145
$409K 0.16%
8,636
-4
146
$400K 0.16%
7,922
+341
147
$395K 0.15%
5,777
-17
148
$394K 0.15%
3,357
-472
149
$390K 0.15%
3,508
-672
150
$381K 0.15%
11,626
+261
4 5
6
7 8