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
$137M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$625K
2 +$393K
3 +$220K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$197K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$171K

Top Sells

1 +$765K
2 +$690K
3 +$496K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$352K
5
WTRG icon
Essential Utilities
WTRG
+$143K

Sector Composition

1 Technology 7.6%
2 Industrials 6.24%
3 Healthcare 5.65%
4 Financials 5.08%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$10K 0.01%
35
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500
-2,000
378
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37
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$8K 0.01%
2,307
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$8K 0.01%
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$8K 0.01%
27