CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+12.55%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$232M
AUM Growth
+$232M
(+50%)
Cap. Flow
+$64.4M
Cap. Flow
% of AUM
27.74%
Top 10 Holdings %
Top 10 Hldgs %
51.71%
Holding
82
New
19
Increased
40
Reduced
15
Closed
4
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$12.9M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$12.7M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$12.7M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$12.7M |
| 5 |
Intel
INTC
|
$3.92M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$7.67M |
| 2 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$2.89M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.56M |
| 4 |
Broadcom
AVGO
|
$1.5M |
| 5 |
NVIDIA
NVDA
|
$1.12M |
Sector Composition
| 1 | Technology | 13.12% |
| 2 | Consumer Discretionary | 4.43% |
| 3 | Industrials | 3.03% |
| 4 | Financials | 2.57% |
| 5 | Communication Services | 2.56% |
