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
$87.8M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$1.38M
2 +$858K
3 +$494K
4
RTN
Raytheon Company
RTN
+$434K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$429K

Sector Composition

1 Healthcare 6.12%
2 Industrials 6.06%
3 Financials 5.48%
4 Technology 4.52%
5 Utilities 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
4
427
-700