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
$179M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$5.57M
3
+$1.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.34M
5
AAPL icon
Apple
AAPL
+$877K

Top Sells

1
+$2M
2
+$1.45M
3
+$1.12M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$853K
5
FTXO icon
First Trust Nasdaq Bank ETF
FTXO
+$676K

Sector Composition

1 Technology 12.05%
2 Healthcare 7.29%
3 Financials 6.59%
4 Communication Services 5.85%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
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