FAMILY LEGACY, INC.

HTTP://WWW.FAMILYLEGACYINC.COM GREENVILLE, SC Investment Advisor How do I update this listing?

Family Legacy is based out of Greenville. Family Legacy is a large advisory firm with 268 clients and discretionary assets under management (AUM) of $220,412,110 (Form ADV from 2018-08-01). Their last reported 13F filing for Q1 2020 included $138,824,000 in managed 13F securities and a top 10 holdings concentration of 26.3%. Family Legacy's largest holding is Microsoft Corp. with shares held of 38,548. Family Legacy has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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03/31/2020

13F Activity

  • Market Value $138.824 Million
  • Prior Market Value $175.803 Million
  • New Purchases1 stock
  • Additional Purchases62 stocks
  • Sold out of10 stocks
  • Reduced holdings in37 stocks
  • Top 10 Holdings % 26.30 %
  • Turnover % [1]:10.00%
  • Turnover Alt % [2]: 2.45 %
  • Time Held Top20:7.70 quarters
  • Time Held Top10:6.50 quarters
  • Time Held All:10.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.75%
Performance Last 4 Quarters: 1.43%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

FAMILY LEGACY, INC.
104 BROADUS AVENUE
GREENVILLE SC    29601
Country: United States

Business Phone: 864-233-2788
Fax: 864-370-1713
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: SC
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 268
Amount of client funds and securities by related persons: 2,185,110
Total Number of clients from related persons: 10
Disclosures:
Data above was derived from SEC filings.

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FAMILY LEGACY, INC.

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

FAMILY LEGACY, INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

FAMILY LEGACY, INC.

ownership team - last updated 2018-11-02
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

FAMILY LEGACY, INC.

ownership team - last updated 2018-05-01
Name Title Start Date Direct/Indirect % Ownership
BROWN, WILLIAM, WILKINS VICE PRESIDENT 05/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. VICE PRESIDENT direct 1995-05-01
INVESTMENT MONITORING CORP PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF EXECUTIVE OFFICER direct 1995-05-01 2013-03-19
BROWN, CHRISTOPHER, ARISTOTLE PRESIDENT 05/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1995-05-01
INVESTMENT MONITORING CORP VICE PRESIDENT direct 1995-05-01 2005-08-31
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER direct 1995-05-01 2013-03-19
Sebastian, Patrice, Lynn CHIEF COMPLIANCE OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAMILY LEGACY, INC. CHIEF COMPLIANCE OFFICER direct 2017-11-01

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