FLI
Family Legacy Inc Portfolio holdings
AUM
$327M
1-Year Est. Return
15.9%
1 Year Est. Return
+15.9%
AUM
$108M
AUM Growth
-$2.42M
(-2.2%)
Holding
105
Top Buys
| 1 | +$1.71M | |
| 2 | +$340K | |
| 3 | +$212K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$205K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$152K |
Top Sells
| 1 | +$1.57M | |
| 2 | +$305K | |
| 3 | +$252K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$225K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$191K |
Sector Composition
| 1 | Technology | 14.82% |
| 2 | Financials | 11.05% |
| 3 | Healthcare | 10.89% |
| 4 | Consumer Staples | 8.2% |
| 5 | Industrials | 8.13% |