CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
1-Year Return
9.29%
This Quarter Return
-1.88%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$185M
AUM Growth
-$99.6M
(-35%)
Cap. Flow
-$91.6M
Cap. Flow
% of AUM
-49.57%
Top 10 Holdings %
Top 10 Hldgs %
37.27%
Holding
309
New
39
Increased
36
Reduced
115
Closed
116
Top Buys
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$17.9M |
| 2 |
Apple
AAPL
|
$11.6M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$4.96M |
| 4 |
Tesla
TSLA
|
$4.47M |
| 5 |
Johnson & Johnson
JNJ
|
$2.93M |
Sector Composition
| 1 | Technology | 6.57% |
| 2 | Consumer Discretionary | 5.57% |
| 3 | Energy | 4.51% |
| 4 | Healthcare | 3.83% |
| 5 | Utilities | 2.55% |
