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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.17%
12,261
+699
152
$469K 0.17%
6,729
-436
153
$466K 0.17%
+2,409
154
$466K 0.17%
9,903
+81
155
$465K 0.17%
+4,093
156
$451K 0.16%
7,480
+1,880
157
$450K 0.16%
14,297
-1,250
158
$448K 0.16%
4,545
+184
159
$432K 0.16%
10,003
-200
160
$430K 0.16%
8,262
+389
161
$422K 0.15%
5,760
-1,301
162
$410K 0.15%
5,193
+530
163
$396K 0.14%
8,760
-70
164
$396K 0.14%
13,946
+507
165
$393K 0.14%
13,100
166
$392K 0.14%
7,902
+2,202
167
$391K 0.14%
1,314
+300
168
$382K 0.14%
3,540
+510
169
$371K 0.13%
+9,944
170
$358K 0.13%
2,222
+67
171
$355K 0.13%
12,343
+649
172
$340K 0.12%
6,879
-1,430
173
$340K 0.12%
4,942
+370
174
$339K 0.12%
14,574
-510
175
$339K 0.12%
12,106
-13,997
5 6
7
8 9