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CFN

Cordasco Financial Network Portfolio holdings

AUM $138M
1-Year Est. Return 10.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.5%
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
+$137K
2
+$124K
3
+$118K
4
MMM icon
3M
MMM
+$117K
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$100K

Top Sells

1
+$432K
2
+$291K
3
+$261K
4
EXPO icon
Exponent
EXPO
+$179K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$128K

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
351
$5K ﹤0.01%
47
352
$5K ﹤0.01%
33
-45
353
$5K ﹤0.01%
300
354
$5K ﹤0.01%
56
355
$5K ﹤0.01%
123
356
$5K ﹤0.01%
34
357
$5K ﹤0.01%
33
358
$5K ﹤0.01%
80
-1,000
359
$5K ﹤0.01%
78
360
$5K ﹤0.01%
134
361
$5K ﹤0.01%
138
362
$5K ﹤0.01%
224
363
$5K ﹤0.01%
64
364
$5K ﹤0.01%
54
365
$5K ﹤0.01%
171
366
$5K ﹤0.01%
113
367
$4K ﹤0.01%
100
368
$4K ﹤0.01%
45
369
$4K ﹤0.01%
69
370
$4K ﹤0.01%
45
371
$4K ﹤0.01%
53
372
$4K ﹤0.01%
59
373
$4K ﹤0.01%
73
374
$4K ﹤0.01%
79
375
$4K ﹤0.01%
25
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