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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$445K 0.22%
10,600
+60
152
$443K 0.22%
1,817
+418
153
$441K 0.22%
15,743
+1,410
154
$438K 0.22%
+10,111
155
$433K 0.22%
+19,261
156
$424K 0.21%
+4,086
157
$421K 0.21%
+11,743
158
$414K 0.21%
640
+29
159
$408K 0.2%
4,475
+343
160
$407K 0.2%
+10,291
161
$375K 0.19%
+10,601
162
$365K 0.18%
+7,867
163
$354K 0.18%
+12,255
164
$348K 0.17%
+12,530
165
$344K 0.17%
+15,003
166
$343K 0.17%
16,778
-7,226
167
$341K 0.17%
12,693
-9,669
168
$341K 0.17%
6,961
+1,433
169
$338K 0.17%
+12,810
170
$338K 0.17%
+5,102
171
$334K 0.17%
+2,372
172
$320K 0.16%
1,967
-3
173
$313K 0.16%
+2,601
174
$310K 0.16%
3,618
-2,255
175
$306K 0.15%
+2,330
5 6
7
8 9