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Home > Institutional Investor > Family Legacy, Inc. > Profile

Instuitional Investor - Family Legacy, Inc.

Fund Profile
Filing Period:
Fund Name: Family Legacy, Inc.
Portfolio Value $261,933,875
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 22,649 $8,517,035 3.25%
2.
Apple Inc.
 AAPL 44,188 $8,507,571 3.24%
3.
Vulcan Materials Co
 VMC 25,640 $5,820,500 2.22%
4.
Jpmorgan Chase & Co
 JPM 33,958 $5,776,186 2.2%
5.
Caterpillar Inc
 CAT 19,391 $5,733,363 2.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)