CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+7.05%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$267M
AUM Growth
+$12.4M
(+4.9%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
48%
Holding
94
New
19
Increased
36
Reduced
22
Closed
12
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$13.9M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$12M |
| 3 |
Tesla
TSLA
|
$4.15M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.44M |
| 5 |
Mercado Libre
MELI
|
$3.26M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$13.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.9M |
| 3 |
Micron Technology
MU
|
$5.64M |
| 4 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$4.52M |
| 5 |
Qualcomm
QCOM
|
$4.02M |
Sector Composition
| 1 | Technology | 7.75% |
| 2 | Financials | 5.33% |
| 3 | Communication Services | 4.9% |
| 4 | Consumer Discretionary | 4.17% |
| 5 | Healthcare | 3.21% |
