CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
-2.94%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$101M
AUM Growth
+$101M
(-52%)
Cap. Flow
-$95.5M
Cap. Flow
% of AUM
-94.61%
Top 10 Holdings %
Top 10 Hldgs %
49.56%
Holding
116
New
22
Increased
10
Reduced
36
Closed
46
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$5.59M |
| 2 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$4.85M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.39M |
| 4 |
ProShares UltraShort S&P500
SDS
|
$3.67M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$3.55M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$19.9M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$9.68M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$7.01M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$6.8M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$6.32M |
Sector Composition
| 1 | Healthcare | 11.53% |
| 2 | Technology | 3.61% |
| 3 | Industrials | 3.47% |
| 4 | Utilities | 3.32% |
| 5 | Consumer Staples | 3.31% |
