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
$112M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$139K
2 +$134K
3 +$129K
4
MMM icon
3M
MMM
+$123K
5
ABBV icon
AbbVie
ABBV
+$107K

Top Sells

1 +$452K
2 +$313K
3 +$272K
4
EXPO icon
Exponent
EXPO
+$187K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$133K

Sector Composition

1 Industrials 6.44%
2 Financials 5.78%
3 Technology 5.68%
4 Healthcare 5.08%
5 Utilities 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$10K 0.01%
5
277
$10K 0.01%
434
278
$10K 0.01%
208
279
$10K 0.01%
46
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$10K 0.01%
2,407
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$10K 0.01%
263
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$10K 0.01%
+75
283
$10K 0.01%
85
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$10K 0.01%
112
285
$10K 0.01%
263
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$9K 0.01%
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285