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
51
$789K 0.71%
+13,470
52
$777K 0.7%
+42,372
53
$726K 0.66%
+2,260
54
$677K 0.61%
+5,047
55
$674K 0.61%
9,277
+4,777
56
$609K 0.55%
+10,420
57
$595K 0.54%
2
58
$593K 0.54%
+10,730
59
$590K 0.53%
+12,235
60
$584K 0.53%
+2,870
61
$539K 0.49%
+12,605
62
$537K 0.49%
+10,172
63
$530K 0.48%
+2,356
64
$494K 0.45%
+5,852
65
$484K 0.44%
+5,432
66
$473K 0.43%
+6,518
67
$469K 0.42%
+2,517
68
$459K 0.42%
+3,850
69
$458K 0.41%
+2,925
70
$432K 0.39%
+10,527
71
$425K 0.38%
+7,537
72
$418K 0.38%
+1,361
73
$408K 0.37%
+2,815
74
$407K 0.37%
+2,787
75
$407K 0.37%
9,180
+2,780
1 2
3
4 5