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
201
$3.41K ﹤0.01%
87
202
$3.29K ﹤0.01%
15
203
$3.27K ﹤0.01%
100
204
$3.14K ﹤0.01%
58
-294
205
$3.09K ﹤0.01%
109
206
$3.06K ﹤0.01%
32
207
$3.02K ﹤0.01%
12
208
$2.94K ﹤0.01%
200
209
$2.84K ﹤0.01%
42
210
$2.78K ﹤0.01%
34
+1
211
$2.77K ﹤0.01%
57
-4
212
$2.76K ﹤0.01%
35
+1
213
$2.6K ﹤0.01%
+100
214
$2.54K ﹤0.01%
10
-60
215
$2.52K ﹤0.01%
20
216
$2.35K ﹤0.01%
22
217
$2.32K ﹤0.01%
12
218
$2.29K ﹤0.01%
5
219
$2.22K ﹤0.01%
89
+79
220
$2.01K ﹤0.01%
24
221
$1.92K ﹤0.01%
33
222
$1.85K ﹤0.01%
+75
223
$1.85K ﹤0.01%
41
224
$1.81K ﹤0.01%
25
225
$1.76K ﹤0.01%
26
7 8
9
10 11