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
426
$7K ﹤0.01%
100
427
$7K ﹤0.01%
30
428
$7K ﹤0.01%
145
429
$7K ﹤0.01%
56
430
$7K ﹤0.01%
108
431
$7K ﹤0.01%
45
432
$7K ﹤0.01%
59
433
$7K ﹤0.01%
30
434
$7K ﹤0.01%
100
435
$7K ﹤0.01%
103
436
$7K ﹤0.01%
200
437
$7K ﹤0.01%
295
438
$7K ﹤0.01%
37
439
$7K ﹤0.01%
100
440
$7K ﹤0.01%
15
+10
441
$7K ﹤0.01%
138
442
$7K ﹤0.01%
126
443
$7K ﹤0.01%
17
444
$7K ﹤0.01%
25
445
$7K ﹤0.01%
80
446
$7K ﹤0.01%
97
447
$6K ﹤0.01%
208
448
$6K ﹤0.01%
54
449
$6K ﹤0.01%
34
450
$6K ﹤0.01%
33