CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+9.48%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$99.1M
AUM Growth
+$99.1M
(+16%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
13.33%
Top 10 Holdings %
Top 10 Hldgs %
35.57%
Holding
92
New
27
Increased
31
Reduced
16
Closed
14
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.29M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.17M |
| 3 |
SPDR Gold Trust
GLD
|
$4.15M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.27M |
| 5 |
iShares Silver Trust
SLV
|
$3.19M |
Top Sells
Sector Composition
| 1 | Industrials | 6.84% |
| 2 | Healthcare | 6.66% |
| 3 | Technology | 5.72% |
| 4 | Consumer Discretionary | 4.27% |
| 5 | Materials | 3.1% |
