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
451
$6K ﹤0.01%
366
452
$6K ﹤0.01%
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453
$6K ﹤0.01%
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454
$6K ﹤0.01%
500
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456
$6K ﹤0.01%
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457
$5K ﹤0.01%
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458
$5K ﹤0.01%
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459
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100
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25
463
$5K ﹤0.01%
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465
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466
$5K ﹤0.01%
+237
467
$5K ﹤0.01%
84
468
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162
-1
469
$5K ﹤0.01%
39
470
$5K ﹤0.01%
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471
$5K ﹤0.01%
63
-900
472
$5K ﹤0.01%
160
473
$5K ﹤0.01%
89
474
$5K ﹤0.01%
224
475
$5K ﹤0.01%
64
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