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
$147M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.14M
3 +$629K
4
AAPL icon
Apple
AAPL
+$464K
5
META icon
Meta Platforms (Facebook)
META
+$160K

Top Sells

1 +$149K
2 +$74K
3 +$66K
4
LMT icon
Lockheed Martin
LMT
+$34.2K
5
NKE icon
Nike
NKE
+$33.4K

Sector Composition

1 Technology 7.73%
2 Healthcare 5.41%
3 Industrials 5.29%
4 Financials 5.08%
5 Real Estate 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
0
577
-2,307
578
-140
579
-2,210
580
-29
581
$0 ﹤0.01%
3
582
$0 ﹤0.01%
+35
583
-289
584
$0 ﹤0.01%
26
585
-125
586
-120
587
$0 ﹤0.01%
50
588
-6
589
-500
590
-121
591
-2,835