FLFS
Family Legacy Financial Solutions Portfolio holdings
AUM
$130M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$130M
AUM Growth
-$912K
(-0.7%)
Holding
257
Top Buys
| 1 | +$6.29M | |
| 2 | +$1.32M | |
| 3 | +$674K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$562K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$449K |
Top Sells
| 1 | +$6.13M | |
| 2 | +$5.04M | |
| 3 | +$260K | |
| 4 |
ZAPR
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
|
+$238K |
| 5 |
Danaher
DHR
|
+$235K |
Sector Composition
| 1 | Healthcare | 21.44% |
| 2 | Technology | 20.2% |
| 3 | Industrials | 4.81% |
| 4 | Communication Services | 1.13% |
| 5 | Consumer Discretionary | 1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
TE Connectivity
TEL
$63.2B
| – | – |
-15
|
|
||
252
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
| – | – |
-14
|
|
||
253
iShares 20+ Year Treasury Bond ETF
TLT
$44.9B
| – | – |
-635
|
|
||
254
Trade Desk
TTD
$11.6B
| – | – |
-500
|
|
||
255
Unity
U
$8.04B
| – | – |
-100
|
|
||
256
JPMorgan Chase
JPM
$801B
| – | – |
-104
|
|
||
|
K
257
DELISTED
Kellanova
K
| – | – |
-100
|
|