CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+2.71%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$157M
AUM Growth
+$157M
(+9.2%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
7.03%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
304
New
83
Increased
71
Reduced
36
Closed
31
Top Buys
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$6.15M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$3.78M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$653K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$556K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$556K |
Top Sells
| 1 |
CRBQ
ALPS ETF TR GLOBAL COMMODITY EQUITY ETF (DE)
CRBQ
|
$6.81M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.08M |
| 3 |
Apple
AAPL
|
$653K |
| 4 |
Advance Auto Parts
AAP
|
$469K |
| 5 |
Amgen
AMGN
|
$407K |
Sector Composition
| 1 | Healthcare | 12.8% |
| 2 | Technology | 7.7% |
| 3 | Financials | 5.7% |
| 4 | Consumer Discretionary | 5.48% |
| 5 | Energy | 4.79% |