CLP
Charis Legacy Partners Portfolio holdings
AUM
$60.7M
This Quarter Return
-2.07%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49M
AUM Growth
–
Cap. Flow
+$49M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.72%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$10.3M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$8.86M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$5.07M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.98M |
| 5 |
Vanguard Total Bond Market
BND
|
$4.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.48% |
| 2 | Industrials | 1.24% |
