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
$39.3M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M

Top Sells

1 +$2.11M
2 +$1.97M
3 +$1.93M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Sector Composition

1 Technology 19.32%
2 Healthcare 13.19%
3 Financials 12.02%
4 Consumer Staples 10.66%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,896
102
-4,022