FLI

Family Legacy Inc Portfolio holdings

AUM $308M
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$235K
2 +$230K
3 +$159K
4
WBA
Walgreens Boots Alliance
WBA
+$76.6K
5
CVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
+1,002