CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+2.01%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$147M
AUM Growth
-$17.1M
(-10%)
Cap. Flow
-$19.5M
Cap. Flow
% of AUM
-13.26%
Top 10 Holdings %
Top 10 Hldgs %
31.4%
Holding
300
New
87
Increased
44
Reduced
79
Closed
39
Top Buys
| 1 |
MSF
Morgan Stanley Emerging Mkts Fd
MSF
|
$2.82M |
| 2 |
Invesco Preferred ETF
PGX
|
$691K |
| 3 |
Coca-Cola
KO
|
$520K |
| 4 |
Verizon
VZ
|
$312K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$139K |
Top Sells
Sector Composition
| 1 | Healthcare | 10.78% |
| 2 | Technology | 9.25% |
| 3 | Communication Services | 7.05% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 6.15% |
