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MLA
My Legacy Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
14.83%
This Fund
S&P 500
This Quarter
Est. Return
-4.32%
1 Year Est. Return
+14.83%
3 Year Est. Return
+49.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$215M
AUM Growth
–
Cap. Flow
+$215M
Cap. Flow
% of AUM
99.93%
Top 10 Holdings %
Top 10 Hldgs %
29.75%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$12.6M |
| 2 |
Vanguard Total Bond Market
BND
|
+$8.79M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$7.52M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.51M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.21M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 51.54% |
| 2 | Financials | 9.84% |
| 3 | Technology | 9.78% |
| 4 | Healthcare | 5.54% |
| 5 | Consumer Discretionary | 4.35% |
Similar funds
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BIP
FPGT
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SMF
My Legacy Advisors's Q1 2022 Portfolio in Review
Q1 2022 is the first quarter with a 13F filing on record for My Legacy Advisors, which disclosed 179 positions worth $215M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is iShares Broad USD High Yield Corporate Bond ETF: 320,040 shares worth $12.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, followed by Financials and Technology.
- My Legacy Advisors's largest Q1 2022 buy was iShares Broad USD High Yield Corporate Bond ETF: 320,040 shares worth $12.4M.
- My Legacy Advisors's ten largest holdings make up 30% of its $215M portfolio in Q1 2022.
- My Legacy Advisors disclosed 179 positions in Q1 2022, its first 13F filing on record.
Based on My Legacy Advisors's 13F filing for Q1 2022, filed 7 Apr 2022.