FLI

Family Legacy Inc Portfolio holdings

AUM $327M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.06M
3
+$1.9M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.68M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$1.08M

Sector Composition

1 Technology 13.89%
2 Healthcare 10.92%
3 Financials 10.84%
4 Consumer Staples 8.65%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.38%
46,464
+19,464
27
$1.5M 1.36%
+18,131
28
$1.5M 1.36%
9,503
+3,503
29
$1.5M 1.35%
27,867
+10,051
30
$1.5M 1.35%
16,274
+8,587
31
$1.45M 1.32%
+28,447
32
$1.43M 1.29%
48,657
+15,557
33
$1.43M 1.29%
+6,464
34
$1.39M 1.26%
29,424
+9,424
35
$1.39M 1.25%
+4,705
36
$1.31M 1.18%
17,352
+5,852
37
$1.29M 1.17%
24,471
+12,471
38
$1.28M 1.16%
+15,243
39
$1.25M 1.13%
90,656
+51,656
40
$1.23M 1.11%
+41,002
41
$1.17M 1.05%
20,286
+15,286
42
$1.09M 0.99%
30,928
+21,008
43
$979K 0.89%
+33,712
44
$979K 0.89%
+10,410
45
$946K 0.86%
+17,960
46
$938K 0.85%
+9,424
47
$886K 0.8%
23,520
+11,520
48
$875K 0.79%
25,452
+10,696
49
$830K 0.75%
4,812
+3,341
50
$808K 0.73%
+13,346
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