CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
1-Year Est. Return
10.5%
This Fund
S&P 500
1 Year Est. Return
-10.5%
AUM
$130M
AUM Growth
+$5.68M
(+4.6%)
Holding
311
Top Buys
| 1 | +$2.28M | |
| 2 | +$2.23M | |
| 3 | +$1.01M | |
| 4 |
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
+$926K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$677K |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.12M | |
| 3 | +$779K | |
| 4 |
Rayonier
RYN
|
+$512K |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$380K |
Sector Composition
| 1 | Energy | 15.06% |
| 2 | Real Estate | 6.56% |
| 3 | Healthcare | 6.55% |
| 4 | Utilities | 6.51% |
| 5 | Financials | 5.91% |