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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$470K 0.24%
23,661
-3,483
152
$467K 0.24%
5,336
-767
153
$450K 0.23%
12,073
+1,782
154
$448K 0.23%
17,106
+4,851
155
$443K 0.22%
20,184
+5,181
156
$439K 0.22%
12,667
+2,066
157
$434K 0.22%
7,865
-370
158
$433K 0.22%
3,044
-94
159
$432K 0.22%
+12,413
160
$428K 0.22%
3,355
-1,046
161
$426K 0.21%
4,496
+1,454
162
$410K 0.21%
3,319
+989
163
$407K 0.21%
1,419
+97
164
$402K 0.2%
14,130
+1,320
165
$393K 0.2%
+11,490
166
$391K 0.2%
5,026
+1,525
167
$388K 0.2%
10,214
+4,172
168
$387K 0.2%
3,228
+856
169
$362K 0.18%
3,072
-546
170
$355K 0.18%
3,231
-2,446
171
$353K 0.18%
24,120
-630
172
$341K 0.17%
2,306
-2,021
173
$335K 0.17%
663
+23
174
$333K 0.17%
+6,920
175
$324K 0.16%
3,693
-3,673
5 6
7
8 9