FLFS

Family Legacy Financial Solutions Portfolio holdings

AUM $124M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.71M
3
+$1.56M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$959K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$679K

Top Sells

1
+$399K
2
+$309K
3
+$196K
4
F icon
Ford
F
+$196K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$182K

Sector Composition

1 Healthcare 18.56%
2 Technology 17.95%
3 Industrials 5.3%
4 Consumer Discretionary 1.32%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68K ﹤0.01%
12
227
$1.63K ﹤0.01%
+250
228
$1.63K ﹤0.01%
11
229
$1.5K ﹤0.01%
32
230
$1.46K ﹤0.01%
13
231
$1.44K ﹤0.01%
14
232
$1.37K ﹤0.01%
19
-1
233
$1.31K ﹤0.01%
35
234
$1.25K ﹤0.01%
+100
235
$1.02K ﹤0.01%
+12
236
$937 ﹤0.01%
+48
237
$888 ﹤0.01%
17
-22
238
$885 ﹤0.01%
100
239
$702 ﹤0.01%
17
240
$619 ﹤0.01%
+50
241
$571 ﹤0.01%
22
242
$559 ﹤0.01%
3
243
$468 ﹤0.01%
1
244
$465 ﹤0.01%
2
245
$450 ﹤0.01%
4
-1
246
$370 ﹤0.01%
71
+1
247
$300 ﹤0.01%
+10
248
$259 ﹤0.01%
3
249
$199 ﹤0.01%
+26
250
$199 ﹤0.01%
+6
8 9
10
11 12