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
176
$5.93K ﹤0.01%
21
177
$5.78K ﹤0.01%
205
+201
178
$5.45K ﹤0.01%
91
-116
179
$5.41K ﹤0.01%
+62
180
$5.12K ﹤0.01%
781
181
$5.04K ﹤0.01%
+100
182
$4.98K ﹤0.01%
71
183
$4.96K ﹤0.01%
79
-2
184
$4.9K ﹤0.01%
35
-27
185
$4.74K ﹤0.01%
31
+1
186
$4.53K ﹤0.01%
42
187
$4.4K ﹤0.01%
52
188
$4.39K ﹤0.01%
+92
189
$4.21K ﹤0.01%
14
190
$4.15K ﹤0.01%
+40
191
$4.02K ﹤0.01%
250
-99
192
$4K ﹤0.01%
100
193
$3.93K ﹤0.01%
29
194
$3.9K ﹤0.01%
240
-213
195
$3.76K ﹤0.01%
41
196
$3.69K ﹤0.01%
60
+45
197
$3.65K ﹤0.01%
35
+1
198
$3.62K ﹤0.01%
37
-47
199
$3.59K ﹤0.01%
141
+99
200
$3.58K ﹤0.01%
38
+1
6 7
8
9 10