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
101
$41.7K 0.03%
196
+1
102
$41.1K 0.03%
916
+4
103
$40.5K 0.03%
+217
104
$39.2K 0.03%
82
+1
105
$36.5K 0.03%
200
-30
106
$36.3K 0.03%
+475
107
$33.8K 0.03%
213
+102
108
$33.7K 0.03%
111
109
$32.8K 0.03%
104
+50
110
$31.3K 0.02%
+464
111
$30K 0.02%
875
-15
112
$29.8K 0.02%
1,928
+1
113
$29.6K 0.02%
1,029
+8
114
$29K 0.02%
+425
115
$28.7K 0.02%
238
-4
116
$27.9K 0.02%
115
-4
117
$27.9K 0.02%
319
-103
118
$27.4K 0.02%
200
+125
119
$26.8K 0.02%
78
120
$26.3K 0.02%
131
121
$26.2K 0.02%
46
122
$25.7K 0.02%
1,487
-27
123
$25.6K 0.02%
100
124
$25.3K 0.02%
170
-50
125
$24.6K 0.02%
53
-10
3 4
5
6 7