CLP

Charis Legacy Partners Portfolio holdings

AUM $67M
1-Year Est. Return 13.28%
This Quarter Est. Return
1 Year Est. Return
+13.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.8M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$616K
3 +$525K
4
ABBV icon
AbbVie
ABBV
+$387K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$383K

Sector Composition

1 Technology 4.71%
2 Industrials 1.04%
3 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$236K 0.45%
4,688
-2,566