CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+4.15%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$255M
AUM Growth
+$7.08M
(+2.9%)
Cap. Flow
-$920K
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
49.64%
Holding
93
New
20
Increased
29
Reduced
21
Closed
18
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$12.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.4M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$11M |
| 4 |
Qualcomm
QCOM
|
$4.02M |
| 5 |
Micron Technology
MU
|
$2.81M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$12.8M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$11.7M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$11.2M |
| 4 |
NVIDIA
NVDA
|
$4.45M |
| 5 |
CrowdStrike
CRWD
|
$4.16M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 4.45% |
| 3 | Communication Services | 2.39% |
| 4 | Healthcare | 2.17% |
| 5 | Utilities | 1.93% |
