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
$109M
AUM Growth
+$18.8M
(+21%)
Holding
532
Top Buys
| 1 | +$270K | |
| 2 | +$204K | |
| 3 | +$202K | |
| 4 |
Morgan Stanley
MS
|
+$169K |
| 5 |
RTX Corp
RTX
|
+$166K |
Top Sells
| 1 | +$312K | |
| 2 | +$307K | |
| 3 | +$97K | |
| 4 |
Apple
AAPL
|
+$93.6K |
| 5 |
Williams Companies
WMB
|
+$75.1K |
Sector Composition
| 1 | Industrials | 7.12% |
| 2 | Healthcare | 6.78% |
| 3 | Technology | 6.7% |
| 4 | Financials | 4.55% |
| 5 | Utilities | 3.79% |