CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+3.27%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$180M
AUM Growth
+$22.3M
(+14%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
12.33%
Top 10 Holdings %
Top 10 Hldgs %
42.73%
Holding
325
New
52
Increased
81
Reduced
38
Closed
77
Top Buys
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$16.1M |
| 2 |
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
|
+$15.1M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.43M |
| 4 |
Cigna
CI
|
+$2.31M |
| 5 |
Toyota
TM
|
+$2.13M |
Top Sells
| 1 |
Columbia Emerging Markets Consumer ETF
ECON
|
+$8.09M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.8M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$4.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.6M |
| 5 |
Advance Auto Parts
AAP
|
+$2.55M |
Sector Composition
| 1 | Healthcare | 8.85% |
| 2 | Financials | 7.13% |
| 3 | Technology | 7.08% |
| 4 | Industrials | 5.98% |
| 5 | Consumer Discretionary | 5.44% |
