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
$131M
AUM Growth
+$192K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.04M
3 +$726K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$585K
5
CZNC icon
Citizens & Northern Corp
CZNC
+$525K

Sector Composition

1 Energy 14.71%
2 Healthcare 6.79%
3 Utilities 6.13%
4 Financials 6.13%
5 Real Estate 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
20
-130