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
201
$209K 0.09%
4,391
-2,336
202
$209K 0.09%
+368
203
$204K 0.09%
+677
204
$201K 0.09%
+487
205
$200K 0.09%
+619
206
– –
-8,443
207
– –
-9,813
208
– –
-6,155
209
– –
-14,130
210
– –
-5,694
211
– –
-38,273
212
– –
-47,942
213
– –
-7,021
214
– –
-74,930
215
– –
-4,496
216
– –
-190,884
217
– –
-3,737
218
– –
-9,928
219
– –
-21,128
220
– –
-3,579
221
– –
-7,865
5 6 7 8
9