CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
1-Year Return
10.51%
This Quarter Return
+2.92%
1 Year Return
-10.51%
3 Year Return
+31.11%
5 Year Return
+56.05%
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.16%
Holding
276
New
276
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Lockheed Martin
LMT
|
$4.42M |
| 2 |
PPL Corp
PPL
|
$3.8M |
| 3 |
Microchip Technology
MCHP
|
$3.58M |
| 4 |
Darden Restaurants
DRI
|
$3.42M |
| 5 |
National Grid
NGG
|
$3.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 15.32% |
| 2 | Utilities | 10.31% |
| 3 | Financials | 6.78% |
| 4 | Real Estate | 6.32% |
| 5 | Healthcare | 6.25% |
