FLFS
Family Legacy Financial Solutions Portfolio holdings
AUM
$124M
1-Year Est. Return
15.65%
This Fund
S&P 500
1 Year Est. Return
+15.65%
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
Merck
MRK
$293B
| – | – |
-24
|
|
||
252
Morgan Stanley
MS
$328B
| – | – |
-213
|
|
||
253
M&T Bank
MTB
$31.6B
| – | – |
-236
|
|
||
254
iShares MSCI USA Momentum Factor ETF
MTUM
$27.6B
| – | – |
-100
|
|
||
255
iShares National Muni Bond ETF
MUB
$44.8B
| – | – |
-192
|
|
||
256
ServiceNow
NOW
$128B
| – | – |
-340
|
|
||
257
Norfolk Southern
NSC
$68.5B
| – | – |
-14
|
|