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
76
$83.1K 0.06%
838
77
$77.3K 0.06%
275
78
$76.7K 0.06%
913
+5
79
$74.5K 0.06%
2,000
+1,000
80
$72.8K 0.06%
4,200
81
$71.8K 0.05%
+1,058
82
$71K 0.05%
457
-3
83
$65.6K 0.05%
466
-32
84
$65.3K 0.05%
971
-177
85
$62.6K 0.05%
340
-225
86
$56.8K 0.04%
+635
87
$54.6K 0.04%
2,002
-564
88
$52.6K 0.04%
6,926
-1,100
89
$50.7K 0.04%
742
+3
90
$49.7K 0.04%
+898
91
$49K 0.04%
668
+4
92
$48.9K 0.04%
+147
93
$47.8K 0.04%
+246
94
$46.8K 0.04%
+411
95
$46.6K 0.04%
236
96
$46.4K 0.04%
+1,226
97
$46K 0.04%
1,174
-1,323
98
$45.6K 0.03%
+570
99
$42.9K 0.03%
647
+4
100
$41.9K 0.03%
500
2 3
4
5 6