CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+14.01%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$254M
AUM Growth
+$32.6M
(+15%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
5.21%
Top 10 Holdings %
Top 10 Hldgs %
41.81%
Holding
121
New
24
Increased
53
Reduced
24
Closed
18
Top Buys
| 1 |
iShares US Telecommunications ETF
IYZ
|
$13.8M |
| 2 |
iShares US Financials ETF
IYF
|
$13.7M |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
$13.7M |
| 4 |
iShares US Utilities ETF
IDU
|
$13.3M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$8.94M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.6M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$16.5M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$11.2M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$11.2M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$10.6M |
Sector Composition
| 1 | Technology | 15.26% |
| 2 | Communication Services | 5.02% |
| 3 | Financials | 4.5% |
| 4 | Healthcare | 3.03% |
| 5 | Consumer Discretionary | 1.83% |
