CFN
Cordasco Financial Network Portfolio holdings
AUM
$138M
1-Year Return
10.51%
This Quarter Return
-1.57%
1 Year Return
-10.51%
3 Year Return
+31.11%
5 Year Return
+56.05%
10 Year Return
–
AUM
$131M
AUM Growth
+$192K
(+0.15%)
Cap. Flow
+$2.48M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
326
New
24
Increased
52
Reduced
57
Closed
30
Top Buys
| 1 |
Baytex Energy
BTE
|
$1.96M |
| 2 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$1.04M |
| 3 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$726K |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$585K |
| 5 |
Citizens & Northern Corp
CZNC
|
$525K |
Top Sells
Sector Composition
| 1 | Energy | 14.71% |
| 2 | Healthcare | 6.79% |
| 3 | Utilities | 6.13% |
| 4 | Financials | 6.13% |
| 5 | Real Estate | 5.98% |
