FLI

Family Legacy Inc Portfolio holdings

AUM $334M
1-Year Est. Return 23.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$98.4K
2
+$77.9K
3
+$70K
4
BABA icon
Alibaba
BABA
+$56.5K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$52.9K

Top Sells

1
+$221K
2
+$198K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$168K
5
AEP icon
American Electric Power
AEP
+$162K

Sector Composition

1 Technology 12.99%
2 Healthcare 10.96%
3 Financials 10.72%
4 Industrials 10.36%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.37%
8,284
+247
77
$442K 0.36%
8,020
+195
78
$425K 0.34%
4,933
-30
79
$420K 0.34%
2,047
-50
80
$415K 0.34%
3,611
+397
81
$415K 0.34%
3,640
+10
82
$376K 0.31%
3,684
-120
83
$375K 0.3%
4,776
-20
84
$370K 0.3%
3,745
+845
85
$350K 0.28%
8,956
-165
86
$342K 0.28%
6,307
+620
87
$342K 0.28%
7,039
-178
88
$341K 0.28%
6,540
89
$336K 0.27%
7,056
+621
90
$334K 0.27%
3,928
91
$301K 0.24%
1,829
-16
92
$299K 0.24%
7,680
+500
93
$297K 0.24%
4,422
+765
94
$290K 0.24%
1,330
-35
95
$272K 0.22%
5,178
96
$264K 0.21%
3,150
-125
97
$262K 0.21%
4,534
-75
98
$232K 0.19%
1,210
-70
99
$220K 0.18%
4,284
+293
100
$209K 0.17%
5,640
-98
2 3
4
5 6