CAN

Claraphi Advisory Network Portfolio holdings

AUM $251M
1-Year Est. Return 9.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$2.35M
3 +$1.21M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.19M
5
IBM icon
IBM
IBM
+$1.01M

Top Sells

1 +$5.2M
2 +$2.33M
3 +$2.33M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.23M
5
MRNA icon
Moderna
MRNA
+$1.32M

Sector Composition

1 Technology 16.99%
2 Consumer Discretionary 9.58%
3 Healthcare 6.88%
4 Financials 6.78%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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