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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 $307,538,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 20,027 $9,961,574 3.24%
2.
Apple Inc.
 AAPL 39,896 $8,185,556 2.66%
3.
Jpmorgan Chase & Co
 JPM 27,667 $8,021,018 2.61%
4.
Oracle Corp
 ORCL 30,864 $6,747,711 2.19%
5.
Taiwan Semiconductor Mfg Co Ltd
 TSM 29,332 $6,643,391 2.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)