CLP
Charis Legacy Partners Portfolio holdings
AUM
$67M
1-Year Est. Return
13.28%
1 Year Est. Return
+13.28%
AUM
$60.7M
AUM Growth
+$7.89M
(+15%)
Holding
26
Top Buys
| 1 | +$2.4M | |
| 2 | +$560K | |
| 3 | +$486K | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$143K |
| 5 |
Vanguard Total Bond Market
BND
|
+$118K |
Top Sells
| 1 | +$252K | |
| 2 | +$143K | |
| 3 | +$117K | |
| 4 |
KLA
KLAC
|
+$104K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$52.3K |
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
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $267K | 0.44% |
4,305
|
|