CHARIS LEGACY PARTNERS, LLC
CHARIS LEGACY PARTNERS, LLC runs CHARIS LEGACY PARTNERS, LLC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $68.38M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHARIS LEGACY PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHARIS LEGACY PARTNERS, LLC's portfolio at CHARIS LEGACY PARTNERS, LLC has delivered returns of +19.28%. Their 3-year annualized return is +17.73%. Looking at the 5-year horizon, CHARIS LEGACY PARTNERS, LLC has achieved +17.73% annualized returns at CHARIS LEGACY PARTNERS, LLC.
Portfolio Value
$68.38M
Alpha Score
16.3
#0 of 1000
Holdings
27
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|