FLI
Family Legacy Inc Portfolio holdings
AUM
$308M
1-Year Return
15.42%
This Quarter Return
+3.07%
1 Year Return
+15.42%
3 Year Return
+61.01%
5 Year Return
+105.09%
10 Year Return
–
AUM
$116M
AUM Growth
+$7.68M
(+7.1%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
25.38%
Holding
176
New
75
Increased
62
Reduced
27
Closed
–
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
+$235K |
| 2 |
Cisco
CSCO
|
+$230K |
| 3 |
Intel
INTC
|
+$159K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$76.6K |
| 5 |
CVS Health
CVS
|
+$75.5K |
Sector Composition
| 1 | Technology | 13.82% |
| 2 | Financials | 10.9% |
| 3 | Healthcare | 10.74% |
| 4 | Industrials | 8.05% |
| 5 | Consumer Staples | 7.88% |
