CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
-23.02%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$19.8M
AUM Growth
+$19.8M
(-58%)
Cap. Flow
-$20.6M
Cap. Flow
% of AUM
-104.36%
Top 10 Holdings %
Top 10 Hldgs %
55.27%
Holding
51
New
4
Increased
15
Reduced
6
Closed
23
Top Buys
| 1 |
Union Pacific
UNP
|
$846K |
| 2 |
Johnson & Johnson
JNJ
|
$803K |
| 3 |
Truist Financial
TFC
|
$513K |
| 4 |
Apple
AAPL
|
$296K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$272K |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$1.73M |
| 2 |
Franklin US Core Dividend Tilt Index ETF
UDIV
|
$1.65M |
| 3 |
General Motors
GM
|
$1.64M |
| 4 |
International Paper
IP
|
$1.59M |
| 5 |
ING
ING
|
$1.42M |
Sector Composition
| 1 | Healthcare | 39.95% |
| 2 | Energy | 11.43% |
| 3 | Financials | 10.3% |
| 4 | Technology | 10.12% |
| 5 | Industrials | 9.09% |