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
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$3.8M
3 +$3.58M
4
DRI icon
Darden Restaurants
DRI
+$3.42M
5
NGG icon
National Grid
NGG
+$3.41M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.32%
2 Utilities 10.31%
3 Financials 6.78%
4 Real Estate 6.32%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
+40