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
$234M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.36M
3
+$3.77M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.25M

Top Sells

1
+$13.6M
2
+$3.28M
3
+$3.17M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.68M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.53M

Sector Composition

1 Financials 9.73%
2 Technology 8.21%
3 Healthcare 5.67%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.37M 3.57%
172,664
+60,664
2
$7.71M 3.29%
100,979
+76,364
3
$6.97M 2.97%
76,123
+14,396
4
$5.96M 2.54%
38,555
+978
5
$5.36M 2.29%
+127,840
6
$5.02M 2.14%
19,447
+694
7
$4.9M 2.09%
11,816
+2,756
8
$4.67M 1.99%
102,219
+82,527
9
$3.52M 1.5%
32,666
+3,380
10
$3M 1.28%
32,528
+9,844
11
$3M 1.28%
60,970
+24,907
12
$3M 1.28%
33,954
+24,929
13
$2.76M 1.18%
5,847
+67
14
$2.72M 1.16%
80,584
-1,702
15
$2.5M 1.06%
106,154
+54,160
16
$2.49M 1.06%
56,435
-2,259
17
$2.45M 1.05%
10,647
+215
18
$2.34M 1%
143,406
-68,148
19
$2.25M 0.96%
+44,748
20
$2.23M 0.95%
48,107
+25,475
21
$2.13M 0.91%
+50,791
22
$2.12M 0.9%
5,673
+310
23
$2.04M 0.87%
19,475
-146
24
$2.04M 0.87%
44,599
-26,000
25
$1.97M 0.84%
26,682
-18,718
1
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