CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
1-Year Return
9.29%
This Quarter Return
+25.63%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$367M
AUM Growth
+$91.1M
(+33%)
Cap. Flow
+$36.8M
Cap. Flow
% of AUM
10.01%
Top 10 Holdings %
Top 10 Hldgs %
46.71%
Holding
314
New
64
Increased
113
Reduced
92
Closed
33
Top Buys
| 1 |
ARK Genomic Revolution ETF
ARKG
|
$9.31M |
| 2 |
Teladoc Health
TDOC
|
$2.17M |
| 3 |
Tesla
TSLA
|
$2.12M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$1.73M |
| 5 |
ASG
Liberty All-Star Growth Fund
ASG
|
$1.71M |
Top Sells
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Consumer Discretionary | 9.6% |
| 3 | Healthcare | 7.62% |
| 4 | Financials | 4.01% |
| 5 | Communication Services | 3.65% |
