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
$144M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$192K
2 +$171K
3 +$161K
4
PRU icon
Prudential Financial
PRU
+$145K
5
PII icon
Polaris
PII
+$127K

Top Sells

1 +$383K
2 +$288K
3 +$188K
4
APD icon
Air Products & Chemicals
APD
+$187K
5
MS icon
Morgan Stanley
MS
+$163K

Sector Composition

1 Technology 7.43%
2 Industrials 5.84%
3 Healthcare 5.53%
4 Financials 4.96%
5 Real Estate 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
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280
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$15K 0.01%
96
329
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330
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343
331
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332
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328
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$15K 0.01%
166
335
$14K 0.01%
412
336
$14K 0.01%
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337
$14K 0.01%
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126
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339
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340
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$13K 0.01%
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$13K 0.01%
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345
$13K 0.01%
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347
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348
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25
349
$13K 0.01%
164
350
$13K 0.01%
51