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
$254M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.93M
3
+$1.26M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.16M
5
PKST
Peakstone Realty Trust
PKST
+$1.08M

Top Sells

1
+$3.36M
2
+$1.35M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$977K
5
KEY icon
KeyCorp
KEY
+$695K

Sector Composition

1 Technology 10.63%
2 Financials 7.51%
3 Healthcare 5.28%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 4.29%
206,455
+21,847
2
$9.22M 3.62%
48,380
+10,114
3
$7.83M 3.08%
22,853
+3,093
4
$7.36M 2.89%
97,326
-1,029
5
$6.92M 2.72%
15,312
+2,796
6
$6.71M 2.64%
147,087
+92,347
7
$5.82M 2.29%
139,679
+17,438
8
$4.74M 1.86%
48,677
+7,252
9
$4.67M 1.84%
34,041
+3,259
10
$4.34M 1.71%
43,838
+1,158
11
$3.75M 1.48%
162,068
+30,898
12
$3.55M 1.39%
33,138
+1,296
13
$3.22M 1.27%
43,331
+4,791
14
$2.9M 1.14%
66,828
+5,995
15
$2.87M 1.13%
57,149
+5,558
16
$2.82M 1.11%
60,987
+21,759
17
$2.71M 1.07%
20,177
+5,002
18
$2.62M 1.03%
77,462
-3,122
19
$2.6M 1.02%
5,796
+16
20
$2.54M 1%
27,075
+5,513
21
$2.51M 0.99%
28,752
-1,405
22
$2.47M 0.97%
19,855
+24
23
$2.36M 0.93%
46,052
+4,219
24
$2.35M 0.92%
56,143
+1,814
25
$2.32M 0.91%
20,839
+2,417
1
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