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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.17%
+1,910
152
$348K 0.16%
+14,808
153
$346K 0.16%
+6,224
154
$319K 0.15%
+1,405
155
$304K 0.14%
+4,537
156
$298K 0.14%
+4,136
157
$298K 0.14%
+718
158
$296K 0.14%
+5,892
159
$285K 0.13%
+5,528
160
$275K 0.13%
+6,182
161
$270K 0.13%
+2,801
162
$263K 0.12%
+523
163
$261K 0.12%
+726
164
$251K 0.12%
+5,005
165
$247K 0.11%
+180
166
$241K 0.11%
+8,830
167
$237K 0.11%
+2,303
168
$237K 0.11%
+702
169
$229K 0.11%
+2,098
170
$227K 0.11%
+710
171
$223K 0.1%
+14,976
172
$216K 0.1%
+1,068
173
$214K 0.1%
+8,610
174
$210K 0.1%
+3,019
175
$209K 0.1%
+4,205
4 5 6
7
8