CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
1-Year Return
9.29%
This Quarter Return
+4.14%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.49%
Holding
221
New
221
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$6.96M |
| 2 |
Apple
AAPL
|
$5.05M |
| 3 |
HQL
abrdn Life Sciences Investors
HQL
|
$4.27M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.59M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$2.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Communication Services | 6.06% |
| 3 | Healthcare | 5.89% |
| 4 | Financials | 5.89% |
| 5 | Industrials | 5.71% |
