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
126
$24.5K 0.02%
500
+310
127
$24.5K 0.02%
101
+1
128
$23.6K 0.02%
100
129
$23.5K 0.02%
350
130
$22.4K 0.02%
264
+2
131
$22.2K 0.02%
430
132
$21.6K 0.02%
+100
133
$20.4K 0.02%
+192
134
$19.8K 0.02%
+301
135
$19.6K 0.02%
40
136
$19K 0.01%
341
+7
137
$19K 0.01%
653
+3
138
$17.2K 0.01%
+1,400
139
$16.7K 0.01%
162
140
$16.4K 0.01%
+55
141
$16.3K 0.01%
+412
142
$15.6K 0.01%
+164
143
$15.3K 0.01%
38
144
$15K 0.01%
120
145
$15K 0.01%
133
+2
146
$14.9K 0.01%
229
+222
147
$14.1K 0.01%
+50
148
$13.6K 0.01%
100
149
$13.2K 0.01%
+811
150
$13.2K 0.01%
168
-13
4 5
6
7 8