CAN
Claraphi Advisory Network Portfolio holdings
AUM
$251M
1-Year Return
9.29%
This Quarter Return
+8.15%
1 Year Return
-9.29%
3 Year Return
+88.28%
5 Year Return
+135.39%
10 Year Return
–
AUM
$179M
AUM Growth
+$24.2M
(+16%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
9.44%
Top 10 Holdings %
Top 10 Hldgs %
29.58%
Holding
304
New
37
Increased
112
Reduced
85
Closed
46
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$8.83M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$5.57M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.51M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.34M |
| 5 |
Apple
AAPL
|
$877K |
Top Sells
Sector Composition
| 1 | Technology | 12.05% |
| 2 | Healthcare | 7.29% |
| 3 | Financials | 6.59% |
| 4 | Communication Services | 5.85% |
| 5 | Industrials | 5.83% |
