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
$367M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$9.31M
2 +$2.17M
3 +$2.12M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.73M
5
ASG
Liberty All-Star Growth Fund
ASG
+$1.71M

Top Sells

1 +$3.31M
2 +$3.19M
3 +$2.54M
4
LOW icon
Lowe's Companies
LOW
+$1.57M
5
AOD
abrdn Total Dynamic Dividend Fund
AOD
+$1.56M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 9.6%
3 Healthcare 7.62%
4 Financials 4.01%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-13,585