CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+0.72%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$95.2M
AUM Growth
+$95.2M
(-1.6%)
Cap. Flow
-$1.47M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
54.37%
Holding
195
New
26
Increased
26
Reduced
52
Closed
12
Top Buys
| 1 |
Snap-on
SNA
|
$977K |
| 2 |
Biogen
BIIB
|
$889K |
| 3 |
Louisiana-Pacific
LPX
|
$853K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$137K |
| 5 |
Alerian MLP ETF
AMLP
|
$117K |
Top Sells
| 1 |
MSGN
MSG Networks Inc.
MSGN
|
$1.29M |
| 2 |
TWX
Time Warner Inc
TWX
|
$1.13M |
| 3 |
TEGNA Inc
TGNA
|
$1.05M |
| 4 |
Usana Health Sciences
USNA
|
$264K |
| 5 |
KKR & Co
KKR
|
$168K |
Sector Composition
| 1 | Industrials | 11.14% |
| 2 | Healthcare | 8.55% |
| 3 | Consumer Discretionary | 8.27% |
| 4 | Technology | 7.67% |
| 5 | Financials | 3.6% |
