CA
Corrado Advisors Portfolio holdings
AUM
$164M
This Quarter Return
+4.09%
1 Year Return
+15.38%
3 Year Return
+37.91%
5 Year Return
+50.79%
10 Year Return
+80.39%
AUM
$112M
AUM Growth
+$112M
(+2.4%)
Cap. Flow
-$953K
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
89
New
11
Increased
28
Reduced
31
Closed
6
Top Buys
| 1 |
Center Bancorp
CNOB
|
$2.56M |
| 2 |
Goldman Sachs
GS
|
$1.71M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.3M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$627K |
| 5 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$482K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.66M |
| 2 |
FedEx
FDX
|
$2.19M |
| 3 |
Walt Disney
DIS
|
$1.54M |
| 4 |
Bank of America
BAC
|
$1.51M |
| 5 |
Corning
GLW
|
$1.32M |
Sector Composition
| 1 | Financials | 21.17% |
| 2 | Communication Services | 15.57% |
| 3 | Technology | 8.63% |
| 4 | Healthcare | 5.53% |
| 5 | Real Estate | 3.42% |
