CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+10.77%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$247M
AUM Growth
+$247M
(+6.6%)
Cap. Flow
-$1.16M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
91
New
13
Increased
13
Reduced
43
Closed
18
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$11.2M |
| 2 |
NVIDIA
NVDA
|
$4.38M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.14M |
| 4 |
Applied Materials
AMAT
|
$2.3M |
| 5 |
Advanced Micro Devices
AMD
|
$2.26M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$11M |
| 2 |
Intel
INTC
|
$3.92M |
| 3 |
Zscaler
ZS
|
$3.67M |
| 4 |
Pinduoduo
PDD
|
$2.72M |
| 5 |
MDC
M.D.C. Holdings, Inc.
MDC
|
$2.19M |
Sector Composition
| 1 | Technology | 13.82% |
| 2 | Consumer Discretionary | 3.18% |
| 3 | Communication Services | 2.81% |
| 4 | Industrials | 2.72% |
| 5 | Financials | 2.63% |
