CLP
Charis Legacy Partners Portfolio holdings
AUM $52.8M
AUM
$52.8M
AUM Growth
+$3.83M (+8%)
Cap. Flow
+$4.47M
Cap. Flow % of AUM
8.46%
Top 10 Holdings %Top 10 Hldgs %
82.75%
Holding
26
New
6
Increased
11
Reduced
6
Closed
–
Top Buys
| 1 | $2.53M | |
| 2 | $616K | |
| 3 | $525K | |
| 4 | $387K | |
| 5 | $383K |
Top Sells
| 1 | $939K | |
| 2 | $281K | |
| 3 | $165K | |
| 4 | $129K | |
| 5 | $14.1K |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Industrials | 1.04% |
| 3 | Healthcare | 0.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $236K | 0.45% | 4,688 -2,566 | -35% | -$129K |