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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$495K 0.17%
11,395
-3,049
152
$484K 0.16%
9,015
+255
153
$473K 0.16%
13,211
-2,651
154
$467K 0.16%
6,294
-435
155
$467K 0.16%
4,116
-4,596
156
$465K 0.16%
4,089
-4
157
$461K 0.15%
14,295
-2
158
$457K 0.15%
9,832
-71
159
$454K 0.15%
21,966
-12,429
160
$452K 0.15%
1,301
-13
161
$451K 0.15%
10,981
-2,938
162
$448K 0.15%
5,185
-8
163
$447K 0.15%
8,417
+515
164
$440K 0.15%
20,930
+3,270
165
$425K 0.14%
9,948
-55
166
$425K 0.14%
7,398
+2,557
167
$419K 0.14%
3,740
+200
168
$409K 0.14%
1,984
+375
169
$406K 0.14%
13,430
+330
170
$404K 0.14%
3,858
-1,195
171
$403K 0.14%
8,660
-3,159
172
$395K 0.13%
+2,980
173
$387K 0.13%
7,067
+1,860
174
$387K 0.13%
9,934
-10
175
$382K 0.13%
+547
5 6
7
8 9