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
$147M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.14M
3 +$629K
4
AAPL icon
Apple
AAPL
+$464K
5
META icon
Meta Platforms (Facebook)
META
+$160K

Top Sells

1 +$149K
2 +$74K
3 +$66K
4
LMT icon
Lockheed Martin
LMT
+$34.2K
5
NKE icon
Nike
NKE
+$33.4K

Sector Composition

1 Technology 7.73%
2 Healthcare 5.41%
3 Industrials 5.29%
4 Financials 5.09%
5 Real Estate 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
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402
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116
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403
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+33
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406
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137
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138
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37
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40
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208
+1
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35
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45
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100
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179