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
$160M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$773K
3 +$730K
4
LHX icon
L3Harris
LHX
+$527K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$324K

Top Sells

1 +$296K
2 +$274K
3 +$253K
4
AMP icon
Ameriprise Financial
AMP
+$242K
5
LLY icon
Eli Lilly
LLY
+$221K

Sector Composition

1 Technology 8.08%
2 Industrials 5.68%
3 Healthcare 5.23%
4 Financials 4.62%
5 Real Estate 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
150
402
$8K 0.01%
1,000
403
$8K 0.01%
1,003
404
$8K 0.01%
112
405
$8K 0.01%
25
406
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80
407
$8K 0.01%
97
408
$8K 0.01%
205
409
$7K ﹤0.01%
295
410
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37
411
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100
412
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366
413
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7,500
414
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415
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32
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30
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45
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423
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100
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$7K ﹤0.01%
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425
$7K ﹤0.01%
130