MLA

My Legacy Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 14.83%
This Fund
S&P 500
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
+$2.63M
2
+$2.54M
3
+$2.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.24M

Top Sells

1
+$1.95M
2
+$1.39M
3
+$987K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$896K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$689K

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
201
– –
-3,175
202
– –
-4,475
203
– –
-11,381
204
– –
-4,584
205
– –
-2,411
206
– –
-1,967
207
– –
-5,302
208
– –
-1,275
209
– –
-3,348
5 6 7 8
9