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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$509K 0.22%
15,579
+5,935
152
$501K 0.21%
10,060
-154
153
$492K 0.21%
12,960
-1,844
154
$491K 0.21%
+7,725
155
$484K 0.21%
14,467
-2,639
156
$474K 0.2%
10,182
-1,891
157
$449K 0.19%
10,700
-1,713
158
$433K 0.18%
10,952
+2,926
159
$429K 0.18%
2,940
-415
160
$428K 0.18%
+3,823
161
$418K 0.18%
5,343
-2,566
162
$416K 0.18%
3,895
+901
163
$409K 0.17%
8,704
-3,445
164
$403K 0.17%
2,984
-247
165
$399K 0.17%
31,180
+10,330
166
$396K 0.17%
17,247
-6,414
167
$390K 0.17%
2,178
+61
168
$388K 0.17%
11,839
-828
169
$381K 0.16%
2,203
-841
170
$381K 0.16%
3,817
+1,388
171
$375K 0.16%
5,238
-3,767
172
$373K 0.16%
7,095
-20,235
173
$367K 0.16%
6,920
174
$347K 0.15%
19,542
-642
175
$347K 0.15%
8,480
-3,010
5 6
7
8 9