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
$277M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.12M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$625K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$612K

Top Sells

1
+$1.48M
2
+$911K
3
+$852K
4
CMCSA icon
Comcast
CMCSA
+$754K
5
EW icon
Edwards Lifesciences
EW
+$591K

Sector Composition

1 Technology 10.35%
2 Financials 7.69%
3 Consumer Discretionary 5.08%
4 Healthcare 4.91%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$335K 0.12%
17,238
-512
177
$328K 0.12%
17,660
+3,220
178
$321K 0.12%
5,160
-1,760
179
$315K 0.11%
631
-32
180
$310K 0.11%
+1,609
181
$310K 0.11%
13,492
-7,298
182
$310K 0.11%
+12,210
183
$303K 0.11%
8,314
184
$299K 0.11%
682
-17
185
$291K 0.11%
+3,540
186
$285K 0.1%
2,446
187
$262K 0.09%
+7,568
188
$254K 0.09%
+5,207
189
$254K 0.09%
+4,841
190
$244K 0.09%
4,950
-100
191
$243K 0.09%
2,021
-50
192
$239K 0.09%
+2,532
193
$234K 0.08%
+1,996
194
$228K 0.08%
2,052
-191
195
$228K 0.08%
7,749
-1,543
196
$221K 0.08%
+5,500
197
$218K 0.08%
2,385
-272
198
$218K 0.08%
+1,814
199
$217K 0.08%
+9,369
200
$214K 0.08%
4,154
-549
5 6 7
8
9