CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+2.21%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$148M
AUM Growth
-$13.4M
(-8.3%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-9.16%
Top 10 Holdings %
Top 10 Hldgs %
67.92%
Holding
120
New
38
Increased
6
Reduced
28
Closed
43
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$18M |
| 2 |
Invesco QQQ Trust
QQQ
|
$10.2M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.1M |
| 4 |
Vanguard Value ETF
VTV
|
$10.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$10.1M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$10.8M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$10.6M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$10.1M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$9.98M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$9.72M |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Healthcare | 5.93% |
| 3 | Consumer Discretionary | 2.87% |
| 4 | Materials | 2.73% |
| 5 | Financials | 2.63% |
