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
76
$387K 0.35%
+4,975
77
$379K 0.34%
+7,627
78
$365K 0.33%
+3,392
79
$359K 0.32%
+3,715
80
$353K 0.32%
+4,792
81
$349K 0.32%
+3,795
82
$319K 0.29%
+3,692
83
$306K 0.28%
4,062
+435
84
$305K 0.28%
+4,191
85
$305K 0.28%
+1,223
86
$290K 0.26%
+5,709
87
$290K 0.26%
+1,872
88
$287K 0.26%
+1,375
89
$283K 0.26%
+2,462
90
$278K 0.25%
+3,275
91
$274K 0.25%
+3,571
92
$272K 0.25%
+4,771
93
$272K 0.25%
+1,371
94
$264K 0.24%
+4,755
95
$263K 0.24%
+6,935
96
$259K 0.23%
5,250
97
$252K 0.23%
+3,972
98
$252K 0.23%
+6,453
99
$240K 0.22%
+4,340
100
$225K 0.2%
+2,056
1 2 3
4
5