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
101
$225K 0.2%
+3,334
102
$211K 0.19%
+3,764
103
-9,285