CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
This Quarter Return
-11.98%
1 Year Return
-10.51%
3 Year Return
+31.11%
5 Year Return
+56.05%
10 Year Return
–
AUM
$87.8M
AUM Growth
+$87.8M
(-16%)
Cap. Flow
-$4.01M
Cap. Flow
% of AUM
-4.57%
Top 10 Holdings %
Top 10 Hldgs %
64.82%
Holding
427
New
56
Increased
38
Reduced
46
Closed
28
Top Buys
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$1.38M |
| 2 |
Toronto Dominion Bank
TD
|
$858K |
| 3 |
SJI
South Jersey Industries, Inc.
SJI
|
$494K |
| 4 |
RTN
Raytheon Company
RTN
|
$434K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$429K |
Sector Composition
| 1 | Healthcare | 6.12% |
| 2 | Industrials | 6.06% |
| 3 | Financials | 5.48% |
| 4 | Technology | 4.52% |
| 5 | Utilities | 3.48% |
