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
$105M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$598K
2 +$160K
3 +$129K
4
USRT icon
iShares Core US REIT ETF
USRT
+$108K
5
BX icon
Blackstone
BX
+$83K

Sector Composition

1 Industrials 6.67%
2 Financials 5.93%
3 Technology 5.21%
4 Healthcare 5.04%
5 Utilities 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
37
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2,407
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