CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+1.19%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$42.9M
AUM Growth
-$8.07M
(-16%)
Cap. Flow
-$8.07M
Cap. Flow
% of AUM
-18.8%
Top 10 Holdings %
Top 10 Hldgs %
46.74%
Holding
521
New
–
Increased
5
Reduced
22
Closed
489
Top Buys
| 1 |
iShares International Select Dividend ETF
IDV
|
$56.5K |
| 2 |
Tapestry
TPR
|
$27.2K |
| 3 |
ING
ING
|
$2.62K |
| 4 |
HSBC
HSBC
|
$1.19K |
| 5 |
Carnival Corp
CCL
|
$131 |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$263K |
| 2 |
Walt Disney
DIS
|
$213K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$200K |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$188K |
| 5 |
Lockheed Martin
LMT
|
$186K |
Sector Composition
| 1 | Consumer Discretionary | 22.13% |
| 2 | Financials | 17.03% |
| 3 | Healthcare | 15% |
| 4 | Real Estate | 12.6% |
| 5 | Energy | 12.59% |
