CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+5.59%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$162M
AUM Growth
+$22M
(+16%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
10.01%
Top 10 Holdings %
Top 10 Hldgs %
57.36%
Holding
102
New
18
Increased
26
Reduced
26
Closed
20
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$10.6M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$10.1M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$9.98M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$9.43M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$9.25M |
Top Sells
Sector Composition
| 1 | Healthcare | 5.96% |
| 2 | Consumer Discretionary | 5.02% |
| 3 | Consumer Staples | 4.23% |
| 4 | Financials | 3.62% |
| 5 | Industrials | 3.01% |