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
$200M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.7M
3
+$1.67M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.53M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.38M

Top Sells

1
+$3.9M
2
+$2.72M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M

Sector Composition

1 Financials 9.26%
2 Technology 8.81%
3 Healthcare 5.96%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.77%
330,003
+9,963
2
$5.37M 2.68%
71,415
-36,161
3
$5.23M 2.62%
36,123
+1,855
4
$4.72M 2.36%
17,857
+1,218
5
$4.55M 2.28%
300,243
-124,443
6
$3.8M 1.9%
94,811
-38,967
7
$3.54M 1.77%
20,586
-1,777
8
$3.2M 1.6%
29,914
-435
9
$3M 1.5%
87,377
-3,579
10
$2.85M 1.43%
5,521
+516
11
$2.81M 1.4%
164,442
-29,547
12
$2.75M 1.37%
32,067
+19,853
13
$2.72M 1.36%
+36,467
14
$2.6M 1.3%
57,610
+36,877
15
$2.38M 1.19%
53,127
+34,181
16
$2.35M 1.17%
17,742
-4,428
17
$2.3M 1.15%
5,946
+1,880
18
$2.15M 1.08%
18,620
+680
19
$2.01M 1.01%
37,370
+10,950
20
$2M 1%
9,732
+754
21
$1.9M 0.95%
56,930
+21,802
22
$1.83M 0.92%
53,753
-21,446
23
$1.74M 0.87%
7,535
-1,984
24
$1.66M 0.83%
5,115
+378
25
$1.59M 0.8%
27,354
+18,298
1
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