CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+0.01%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$51M
AUM Growth
-$1.35M
(-2.6%)
Cap. Flow
-$970K
Cap. Flow
% of AUM
-1.9%
Top 10 Holdings %
Top 10 Hldgs %
38.23%
Holding
605
New
47
Increased
56
Reduced
78
Closed
84
Top Buys
| 1 |
Tapestry
TPR
|
+$1.74M |
| 2 |
KeyCorp
KEY
|
+$1.71M |
| 3 |
Carnival Corp
CCL
|
+$1.48M |
| 4 |
Schlumberger
SLB
|
+$130K |
| 5 |
CVS Health
CVS
|
+$117K |
Top Sells
| 1 |
Kimco Realty
KIM
|
+$488K |
| 2 |
IBM
IBM
|
+$435K |
| 3 |
AT&T
T
|
+$429K |
| 4 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$417K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$408K |
Sector Composition
| 1 | Consumer Discretionary | 20.46% |
| 2 | Financials | 15.44% |
| 3 | Healthcare | 13.9% |
| 4 | Energy | 12.86% |
| 5 | Real Estate | 10.73% |
