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
$246M
AUM Growth
-$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.97M
3
+$2.27M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.47M

Top Sells

1
+$2.21M
2
+$1.63M
3
+$1.26M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$991K
5
BCE icon
BCE
BCE
+$832K

Sector Composition

1 Technology 10.19%
2 Financials 7.04%
3 Healthcare 5.21%
4 Consumer Discretionary 5.11%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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