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
$276M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.92M
3
+$3.65M
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$2.54M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.5M

Top Sells

1
+$3.73M
2
+$2.71M
3
+$2.08M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.73M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.52M

Sector Composition

1 Technology 13.39%
2 Consumer Discretionary 8.4%
3 Healthcare 6.85%
4 Communication Services 3.94%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
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