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
$313M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.18M
3
+$1.62M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.28M

Top Sells

1
+$1.8M
2
+$1.15M
3
+$879K
4
IXC icon
iShares Global Energy ETF
IXC
+$821K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$520K

Sector Composition

1 Technology 11.08%
2 Financials 7.18%
3 Consumer Discretionary 4.8%
4 Healthcare 4.42%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$223K 0.07%
1,928
+9
202
$222K 0.07%
+2,636
203
$214K 0.07%
1,731
-45
204
$212K 0.07%
4,845
-792
205
$212K 0.07%
+4,542
206
$207K 0.07%
+5,445
207
– –
-64
208
– –
-5,988
209
– –
-1,496
210
– –
-19,119
211
– –
-17,197
212
– –
-10,981
213
– –
-463
214
– –
-9,810
215
– –
-14,488
216
– –
-13,211
217
– –
-8,660
218
– –
-874
219
– –
-9,622
5 6 7 8
9