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
$258M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$863K
3
+$565K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$475K
5
META icon
Meta Platforms (Facebook)
META
+$433K

Top Sells

1
+$717K
2
+$417K
3
+$411K
4
NXPI icon
NXP Semiconductors
NXPI
+$342K
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$318K

Sector Composition

1 Technology 11.87%
2 Financials 9.34%
3 Consumer Discretionary 5.79%
4 Communication Services 4.33%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$380K 0.15%
38,224
-3,235
152
$377K 0.15%
+7,053
153
$369K 0.14%
1,055
-81
154
$366K 0.14%
+13,816
155
$364K 0.14%
4,546
+5
156
$363K 0.14%
3,247
-350
157
$350K 0.14%
7,733
-144
158
$350K 0.14%
4,267
-374
159
$342K 0.13%
31,438
-2,449
160
$341K 0.13%
2,241
-545
161
$341K 0.13%
456
+225
162
$336K 0.13%
2,909
+7
163
$335K 0.13%
4,083
+298
164
$329K 0.13%
687
+21
165
$322K 0.12%
634
-15
166
$315K 0.12%
9,921
-130
167
$312K 0.12%
11,903
+239
168
$308K 0.12%
8,314
169
$307K 0.12%
6,505
-545
170
$305K 0.12%
878
171
$294K 0.11%
3,113
+118
172
$292K 0.11%
6,425
-145
173
$292K 0.11%
5,387
+707
174
$291K 0.11%
3,259
-406
175
$284K 0.11%
5,124
+359
5 6
7
8 9