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
$198M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.29M
3
+$1.97M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.18M

Top Sells

1
+$1.82M
2
+$1.25M
3
+$879K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$847K
5
CRL icon
Charles River Laboratories
CRL
+$656K

Sector Composition

1 Financials 9.24%
2 Technology 7.77%
3 Healthcare 5.88%
4 Consumer Staples 4.43%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$311K 0.16%
+6,727
177
$295K 0.15%
+2,994
178
$290K 0.15%
2,117
+185
179
$290K 0.15%
+8,026
180
$289K 0.15%
+7,021
181
$288K 0.15%
11,097
+3,206
182
$262K 0.13%
9,644
+503
183
$260K 0.13%
5,694
-1,267
184
$256K 0.13%
+3,737
185
$255K 0.13%
6,616
+268
186
$253K 0.13%
6,372
+1,304
187
$247K 0.12%
+2,398
188
$238K 0.12%
9,928
-13,692
189
$232K 0.12%
+6,155
190
$232K 0.12%
1,208
-299
191
$230K 0.12%
2,429
+290
192
$223K 0.11%
8,443
-4,250
193
$222K 0.11%
1,302
-1,562
194
$210K 0.11%
640
-52
195
$206K 0.1%
3,579
-620
196
$203K 0.1%
9,285
+960
197
$201K 0.1%
9,813
-6,965
198
– –
-6,954
199
– –
-2,707
200
– –
-4,584
5 6 7
8
9