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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$336K 0.14%
11,081
-16
177
$332K 0.14%
20,590
-3,530
178
$326K 0.14%
+8,261
179
$308K 0.13%
2,014
-1,748
180
$303K 0.13%
+9,356
181
$298K 0.13%
8,314
-380,396
182
$293K 0.12%
+8,797
183
$291K 0.12%
2,689
-383
184
$290K 0.12%
+12,492
185
$285K 0.12%
6,465
-151
186
$250K 0.11%
2,601
-1,092
187
$245K 0.1%
+11,610
188
$244K 0.1%
+5,462
189
$244K 0.1%
2,033
-365
190
$242K 0.1%
1,251
-51
191
$240K 0.1%
5,113
-1,259
192
$240K 0.1%
+663
193
$239K 0.1%
630
-10
194
$237K 0.1%
8,731
-554
195
$228K 0.1%
1,293
-1,013
196
$228K 0.1%
1,157
-16,661
197
$226K 0.1%
+1,739
198
$223K 0.09%
966
-242
199
$211K 0.09%
+1,007
200
$210K 0.09%
+3,352
5 6 7
8
9