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
$123M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$537K
2 +$116K
3 +$83.5K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$75.1K
5
BABA icon
Alibaba
BABA
+$62.7K

Top Sells

1 +$221K
2 +$198K
3 +$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$168K
5
AEP icon
American Electric Power
AEP
+$162K

Sector Composition

1 Technology 12.99%
2 Healthcare 10.96%
3 Financials 10.72%
4 Industrials 10.36%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-41
177
-2,426
178
-18