CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+11.79%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$133M
AUM Growth
+$34.3M
(+35%)
Cap. Flow
+$30.3M
Cap. Flow
% of AUM
22.69%
Top 10 Holdings %
Top 10 Hldgs %
58.22%
Holding
96
New
18
Increased
27
Reduced
9
Closed
34
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$15.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$15.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$13.8M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$9.24M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.86M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$4.82M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.17M |
| 3 |
iShares Silver Trust
SLV
|
$3.19M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$3.13M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$3M |
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Consumer Discretionary | 5.8% |
| 3 | Industrials | 5.02% |
| 4 | Financials | 3.81% |
| 5 | Materials | 3.12% |
