CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
-1.59%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$96.7M
AUM Growth
+$13.1M
(+16%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
14.91%
Top 10 Holdings %
Top 10 Hldgs %
52.57%
Holding
205
New
16
Increased
19
Reduced
75
Closed
36
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$12.7M |
| 2 |
iShares Select Dividend ETF
DVY
|
$6.96M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$5.91M |
| 4 |
Alerian MLP ETF
AMLP
|
$4.09M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.4M |
Top Sells
| 1 |
PHD
Pioneer Floating Rate Fund
PHD
|
$5.56M |
| 2 |
Invesco Preferred ETF
PGX
|
$4.24M |
| 3 |
Apple
AAPL
|
$783K |
| 4 |
Usana Health Sciences
USNA
|
$345K |
| 5 |
Ross Stores
ROST
|
$276K |
Sector Composition
| 1 | Industrials | 9.77% |
| 2 | Consumer Discretionary | 8.37% |
| 3 | Technology | 8.2% |
| 4 | Healthcare | 7.62% |
| 5 | Communication Services | 4.94% |
