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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.84M
3
+$2.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.36M

Top Sells

1
+$4.04M
2
+$2.32M
3
+$1.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.51M
5
GILD icon
Gilead Sciences
GILD
+$1.3M

Sector Composition

1 Technology 10.3%
2 Financials 7.77%
3 Consumer Discretionary 5.39%
4 Healthcare 4.46%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.12%
5,071
+129
177
$370K 0.12%
13,350
-596
178
$365K 0.12%
14,403
-171
179
$352K 0.12%
5,160
180
$352K 0.12%
616
-15
181
$339K 0.11%
5,590
+640
182
$338K 0.11%
1,609
-800
183
$323K 0.11%
17,118
-120
184
$322K 0.11%
3,198
+813
185
$322K 0.11%
14,488
-27,556
186
$314K 0.11%
2,532
187
$310K 0.1%
645
-37
188
$306K 0.1%
2,485
+39
189
$304K 0.1%
8,314
190
$299K 0.1%
5,988
-8,634
191
$297K 0.1%
1,878
-344
192
$293K 0.1%
14,073
-41,669
193
$290K 0.1%
3,998
-1,762
194
$283K 0.1%
2,638
-2,711
195
$276K 0.09%
2,308
+287
196
$269K 0.09%
+8,346
197
$264K 0.09%
11,483
+2,114
198
$264K 0.09%
9,810
-2,400
199
$262K 0.09%
11,491
-2,001
200
$259K 0.09%
+5,740
5 6 7
8
9