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
$113M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.39M
3 +$1.23M
4
ETN icon
Eaton
ETN
+$947K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$613K

Sector Composition

1 Healthcare 6.91%
2 Real Estate 5.09%
3 Industrials 4.73%
4 Consumer Staples 4.61%
5 Utilities 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$11K 0.01%
200
202
$11K 0.01%
510
203
$11K 0.01%
2,345
+1
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$11K 0.01%
136
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328
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$11K 0.01%
1,000
207
$10K 0.01%
433
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310
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$10K 0.01%
50
210
$10K 0.01%
120
211
$10K 0.01%
664
212
$9K 0.01%
295
-680
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$9K 0.01%
+145
214
$9K 0.01%
50
215
$8K 0.01%
208
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$8K 0.01%
120
-285
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$8K 0.01%
73
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$8K 0.01%
240
219
$8K 0.01%
723
220
$7K 0.01%
1,000
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$7K 0.01%
156
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$7K 0.01%
1,152
223
$6K 0.01%
159
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$6K 0.01%
400
225
$6K 0.01%
701