CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
This Quarter Return
+7.71%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(+36%)
Cap. Flow
+$65.3M
Cap. Flow
% of AUM
26%
Top 10 Holdings %
Top 10 Hldgs %
29.29%
Holding
235
New
42
Increased
101
Reduced
14
Closed
78
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.53M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$5.69M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.55M |
| 4 |
Boeing
BA
|
$2.92M |
| 5 |
ProShares Short S&P500
SH
|
$2.9M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$17M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.29M |
| 3 |
Zscaler
ZS
|
$3.28M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.39M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.4M |
Sector Composition
| 1 | Energy | 6.69% |
| 2 | Technology | 5.1% |
| 3 | Healthcare | 4.42% |
| 4 | Industrials | 3.31% |
| 5 | Materials | 2.79% |
