CAN

Claraphi Advisory Network Portfolio holdings

AUM $251M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
-9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$791K
2 +$733K
3 +$672K
4
NSP icon
Insperity
NSP
+$639K
5
SO icon
Southern Company
SO
+$541K

Top Sells

1 +$1.13M
2 +$587K
3 +$560K
4
ABT icon
Abbott
ABT
+$535K
5
T icon
AT&T
T
+$495K

Sector Composition

1 Technology 10.57%
2 Financials 5.64%
3 Healthcare 5.34%
4 Communication Services 3.94%
5 Real Estate 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,386
227
-3,130
228
-412
229
-11
230
-138
231
-121
232
-1,544
233
-33
234
-500
235
-1,898
236
-125
237
-75
238
-3,999
239
-13
240
-20
241
-3,170
242
-826
243
-141
244
-20
245
-300
246
-292
247
-522
248
-728
249
-205
250
-1,318