CLP

Charis Legacy Partners Portfolio holdings

AUM $67.8M
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.7M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$526K
3
+$450K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$132K
5
BND icon
Vanguard Total Bond Market
BND
+$117K

Top Sells

1
+$248K
2
+$135K
3
+$111K
4
KLAC icon
KLA
KLAC
+$87.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$48.4K

Sector Composition

1 Technology 4.52%
2 Industrials 1.07%
3 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$267K 0.44%
4,305
1
2