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
$259M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$985K
3 +$846K
4
IAU icon
iShares Gold Trust
IAU
+$788K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$747K

Top Sells

1 +$1.53M
2 +$1.2M
3 +$703K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$660K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$549K

Sector Composition

1 Technology 10.74%
2 Financials 9.53%
3 Consumer Discretionary 5.34%
4 Communication Services 4.36%
5 Utilities 4.31%