CFN

Cordasco Financial Network Portfolio holdings

AUM $138M
1-Year Est. Return 10.51%
This Quarter Est. Return
1 Year Est. Return
-10.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.2M
AUM Growth
-$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$141K
2 +$72.4K
3 +$20.1K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.47K
5
AGNC icon
AGNC Investment
AGNC
+$5K

Sector Composition

1 Healthcare 7.55%
2 Consumer Staples 5.86%
3 Industrials 5.68%
4 Utilities 4.24%
5 Technology 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
2