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
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.56M
3
+$7.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.42M
5
AAPL icon
Apple
AAPL
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.84%
2 Technology 9.78%
3 Healthcare 5.54%
4 Consumer Discretionary 4.35%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 5.77%
+320,040
2
$8.56M 3.97%
+107,576
3
$7.62M 3.54%
+424,686
4
$6.42M 2.98%
+133,778
5
$5.98M 2.78%
+34,268
6
$5.96M 2.76%
+129,105
7
$5.13M 2.38%
+16,639
8
$4.59M 2.13%
+22,363
9
$3.91M 1.82%
+193,989
10
$3.48M 1.62%
+106,719
11
$3.33M 1.54%
+30,349
12
$3.28M 1.52%
+22,170
13
$3.13M 1.45%
+90,956
14
$2.84M 1.32%
+75,199
15
$2.74M 1.27%
+53,124
16
$2.74M 1.27%
+9,519
17
$2.55M 1.18%
+5,005
18
$2.5M 1.16%
+17,940
19
$2.09M 0.97%
+88,402
20
$2.05M 0.95%
+76,055
21
$1.99M 0.92%
+8,978
22
$1.92M 0.89%
+22,114
23
$1.84M 0.86%
+4,066
24
$1.77M 0.82%
+25,457
25
$1.72M 0.8%
+17,630
1
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