CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
-12.01%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$84.1M
AUM Growth
+$84.1M
(-4.6%)
Cap. Flow
+$4.79M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
56.74%
Holding
258
New
39
Increased
20
Reduced
41
Closed
93
Top Buys
| 1 |
HSBC
HSBC
|
$2.01M |
| 2 |
FLG
Flagstar Financial, Inc.
FLG
|
$1.95M |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$1.9M |
| 4 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$1.86M |
| 5 |
Kimco Realty
KIM
|
$1.85M |
Top Sells
| 1 |
Usana Health Sciences
USNA
|
$2.17M |
| 2 |
MDC
M.D.C. Holdings, Inc.
MDC
|
$1.69M |
| 3 |
Whirlpool
WHR
|
$1.69M |
| 4 |
Apple
AAPL
|
$1.58M |
| 5 |
Micron Technology
MU
|
$1.26M |
Sector Composition
| 1 | Consumer Discretionary | 7.78% |
| 2 | Financials | 7.08% |
| 3 | Real Estate | 6.84% |
| 4 | Energy | 6.64% |
| 5 | Healthcare | 6.38% |
