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CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
1-Year Est. Return
10.5%
This Fund
S&P 500
1 Year Est. Return
-10.5%
AUM
$127M
AUM Growth
+$11.7M
(+10%)
Holding
559
Top Buys
| 1 | +$548K | |
| 2 | +$201K | |
| 3 | +$122K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$99.3K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$92.9K |
Top Sells
| 1 | +$603K | |
| 2 | +$369K | |
| 3 | +$288K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$287K |
| 5 |
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
|
+$248K |
Sector Composition
| 1 | Technology | 7.23% |
| 2 | Industrials | 6.38% |
| 3 | Healthcare | 5.94% |
| 4 | Financials | 4.81% |
| 5 | Real Estate | 3.96% |