CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+2.53%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$210M
AUM Growth
+$32.9M
(+19%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
15.96%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
151
New
63
Increased
14
Reduced
12
Closed
57
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$22.2M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$9.68M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$9.46M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$7.98M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$7.67M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$33.2M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$14.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$13.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$12M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$6.94M |
Sector Composition
| 1 | Healthcare | 4.24% |
| 2 | Technology | 4.17% |
| 3 | Industrials | 3.36% |
| 4 | Consumer Discretionary | 3.18% |
| 5 | Financials | 2.98% |