CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
This Quarter Return
+7.72%
1 Year Return
-10.51%
3 Year Return
+31.11%
5 Year Return
+56.05%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+7.3%)
Cap. Flow
-$204K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
65.44%
Holding
499
New
11
Increased
53
Reduced
46
Closed
37
Top Buys
| 1 |
Verizon
VZ
|
$139K |
| 2 |
Apple
AAPL
|
$134K |
| 3 |
Visa
V
|
$129K |
| 4 |
3M
MMM
|
$123K |
| 5 |
AbbVie
ABBV
|
$107K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$452K |
| 2 |
Johnson & Johnson
JNJ
|
$313K |
| 3 |
Truist Financial
TFC
|
$272K |
| 4 |
Exponent
EXPO
|
$187K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$133K |
Sector Composition
| 1 | Industrials | 6.44% |
| 2 | Financials | 5.78% |
| 3 | Technology | 5.68% |
| 4 | Healthcare | 5.08% |
| 5 | Utilities | 3.57% |
