CLP
Charis Legacy Partners Portfolio holdings
AUM
$68.4M
1-Year Est. Return
19.87%
This Fund
S&P 500
1 Year Est. Return
+19.87%
AUM
$68.4M
AUM Growth
+$617K
(+0.91%)
Holding
27
Top Buys
| 1 | +$457K | |
| 2 | +$416K | |
| 3 | +$373K | |
| 4 |
Phillips 66
PSX
|
+$176K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$72.5K |
Top Sells
| 1 | +$310K | |
| 2 | +$236K | |
| 3 | +$115K | |
| 4 |
Vanguard Value ETF
VTV
|
+$103K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$65.7K |
Sector Composition
| 1 | Technology | 5.35% |
| 2 | Industrials | 1.73% |
| 3 | Communication Services | 0.34% |
| 4 | Financials | 0.31% |
| 5 | Energy | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.03T
| $212K | 0.31% |
443
|
|
||
|
27
Phillips 66
PSX
$69.6B
| $204K | 0.3% |
+1,120
|
|