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
151
$12.7K 0.01%
+61
152
$12.7K 0.01%
950
153
$12K 0.01%
72
154
$11.8K 0.01%
177
-218
155
$11.6K 0.01%
+1,000
156
$11.5K 0.01%
34
157
$11.1K 0.01%
347
158
$10.9K 0.01%
50
159
$10.7K 0.01%
107
-136
160
$10.4K 0.01%
78
-2,355
161
$9.46K 0.01%
+100
162
$9.36K 0.01%
82
-2
163
$9.18K 0.01%
63
164
$9.11K 0.01%
+124
165
$9.1K 0.01%
245
166
$8.75K 0.01%
119
167
$8.2K 0.01%
100
168
$8.16K 0.01%
39
169
$7.91K 0.01%
118
-27
170
$7.48K 0.01%
57
171
$7.41K 0.01%
+52
172
$7.03K 0.01%
+143
173
$6.39K ﹤0.01%
200
+177
174
$6.31K ﹤0.01%
+69
175
$6.11K ﹤0.01%
205
+25
5 6
7
8 9