CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+4.61%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$266M
AUM Growth
+$266M
(-0.29%)
Cap. Flow
-$7.62M
Cap. Flow
% of AUM
-2.86%
Top 10 Holdings %
Top 10 Hldgs %
48.18%
Holding
110
New
28
Increased
25
Reduced
40
Closed
14
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$14.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$12.9M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$12M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$11.6M |
| 5 |
Mercado Libre
MELI
|
$3.26M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Financials | 5.6% |
| 3 | Communication Services | 4.44% |
| 4 | Consumer Discretionary | 3.86% |
| 5 | Industrials | 2.34% |
