CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+5.93%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$146M
AUM Growth
+$15.5M
(+12%)
Cap. Flow
+$8.41M
Cap. Flow
% of AUM
5.77%
Top 10 Holdings %
Top 10 Hldgs %
38.14%
Holding
245
New
42
Increased
60
Reduced
53
Closed
25
Top Buys
| 1 |
FM
iShares Frontier and Select EM ETF
FM
|
$2.92M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.03M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$495K |
| 4 |
Columbia Emerging Markets Consumer ETF
ECON
|
$358K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$334K |
Top Sells
| 1 |
Amgen
AMGN
|
$479K |
| 2 |
Apple
AAPL
|
$381K |
| 3 |
Macy's
M
|
$319K |
| 4 |
GLOG
GASLOG LTD
GLOG
|
$307K |
| 5 |
Halliburton
HAL
|
$234K |
Sector Composition
| 1 | Healthcare | 12.37% |
| 2 | Energy | 6.72% |
| 3 | Technology | 6.13% |
| 4 | Financials | 4.49% |
| 5 | Industrials | 3.71% |
