CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+11.11%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$177M
AUM Growth
+$177M
(+19%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
9.32%
Top 10 Holdings %
Top 10 Hldgs %
68.05%
Holding
116
New
39
Increased
16
Reduced
30
Closed
28
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$33.2M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$7.02M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.94M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$3.04M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.41M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$10.1M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
$9.85M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$9.81M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$4.8M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$4.15M |
Sector Composition
| 1 | Technology | 6.94% |
| 2 | Healthcare | 4.2% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Financials | 2.48% |
| 5 | Consumer Staples | 2.06% |
