FLFS
Family Legacy Financial Solutions Portfolio holdings
AUM
$118M
This Quarter Return
+7.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.63%
Holding
246
New
245
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$19M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$10.2M |
| 3 |
Advanced Micro Devices
AMD
|
$8.5M |
| 4 |
Eli Lilly
LLY
|
$6.7M |
| 5 |
Innovator US Equity Ultra Buffer ETF December
UDEC
|
$6.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 21.31% |
| 2 | Technology | 18.46% |
| 3 | Industrials | 5.39% |
| 4 | Consumer Discretionary | 1.5% |
| 5 | Consumer Staples | 1.26% |
