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
$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
1
$3.8M 3.44%
44,446
+19,446
2
$3.38M 3.05%
79,788
+37,788
3
$3.16M 2.86%
29,562
+13,162
4
$2.99M 2.7%
15,756
+6,256
5
$2.91M 2.63%
63,081
+20,081
6
$2.84M 2.57%
20,333
+9,333
7
$2.82M 2.55%
22,542
+9,717
8
$2.76M 2.5%
32,863
+17,363
9
$2.44M 2.2%
+15,638
10
$2.37M 2.15%
37,524
+13,524
11
$2.28M 2.07%
49,783
+19,183
12
$2.23M 2.01%
17,349
+4,349
13
$2.2M 1.99%
26,268
+11,618
14
$2.18M 1.97%
15,193
+3,437
15
$2.17M 1.96%
56,627
+11,927
16
$2.06M 1.87%
+68,564
17
$1.99M 1.8%
41,395
+12,795
18
$1.92M 1.74%
11,060
+4,560
19
$1.9M 1.72%
+7,129
20
$1.84M 1.66%
30,290
+9,790
21
$1.82M 1.64%
19,545
+11,545
22
$1.8M 1.63%
17,828
+7,778
23
$1.68M 1.52%
+42,370
24
$1.57M 1.42%
+78,611
25
$1.55M 1.4%
12,927
+3,927
1
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