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
401
$9K 0.01%
+1,000
402
$9K 0.01%
75
403
$9K 0.01%
2,307
404
$9K 0.01%
1,003
405
$9K 0.01%
112
406
$9K 0.01%
207
+1
407
$9K 0.01%
205
408
$8K 0.01%
200
-400
409
$8K 0.01%
179
410
$8K 0.01%
10
411
$8K 0.01%
742
-103
412
$8K 0.01%
325
413
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+200
414
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243
415
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135
416
$8K 0.01%
500
417
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75
418
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23
419
$8K 0.01%
117
420
$8K 0.01%
48
421
$7K ﹤0.01%
35
422
$7K ﹤0.01%
31
423
$7K ﹤0.01%
200
424
$7K ﹤0.01%
45
425
$7K ﹤0.01%
221
15 16
17
18 19