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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$334K 0.13%
15,636
+2,698
177
$332K 0.13%
+11,807
178
$321K 0.13%
7,775
-321
179
$315K 0.12%
10,774
+395
180
$314K 0.12%
+6,970
181
$303K 0.12%
4,884
+608
182
$296K 0.12%
8,314
183
$295K 0.12%
658
-5
184
$284K 0.11%
2,446
-97
185
$282K 0.11%
+5,797
186
$281K 0.11%
5,581
-3,258
187
$273K 0.11%
9,533
-144
188
$270K 0.11%
+1,717
189
$267K 0.11%
7,688
-10,841
190
$265K 0.1%
+3,735
191
$259K 0.1%
2,340
-216
192
$258K 0.1%
+928
193
$251K 0.1%
+629
194
$240K 0.09%
2,332
-134
195
$236K 0.09%
+4,305
196
$236K 0.09%
10,410
-13,960
197
$232K 0.09%
2,426
-27
198
$232K 0.09%
2,698
-2,251
199
$228K 0.09%
+1,160
200
$225K 0.09%
1,850
+20
5 6 7
8
9