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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$492K 0.19%
13,654
-37
152
$478K 0.19%
31,464
+2,052
153
$478K 0.19%
16,830
-7,256
154
$459K 0.18%
2,637
+376
155
$459K 0.18%
13,900
-2,268
156
$453K 0.18%
10,371
+559
157
$452K 0.18%
11,337
+759
158
$451K 0.18%
4,422
+341
159
$446K 0.18%
6,665
+2,563
160
$433K 0.17%
4,139
-30
161
$423K 0.17%
1,122
+32
162
$415K 0.16%
+6,180
163
$400K 0.16%
8,602
+1,959
164
$400K 0.16%
1,145
+72
165
$372K 0.15%
+11,080
166
$368K 0.14%
9,227
+779
167
$364K 0.14%
3,155
+66
168
$363K 0.14%
+7,619
169
$363K 0.14%
8,317
+1,064
170
$363K 0.14%
+7,640
171
$348K 0.14%
2,234
-80
172
$347K 0.14%
15,330
-1,605
173
$340K 0.13%
824
+194
174
$337K 0.13%
9,417
-4,259
175
$334K 0.13%
7,154
-73
5 6
7
8 9