CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
-1.14%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$144M
AUM Growth
-$1.7M
(-1.2%)
Cap. Flow
+$804K
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
268
New
49
Increased
59
Reduced
42
Closed
47
Top Buys
| 1 |
GE Aerospace
GE
|
$1.75M |
| 2 |
Qualcomm
QCOM
|
$1.74M |
| 3 |
Blackrock
BLK
|
$1.73M |
| 4 |
Apple
AAPL
|
$697K |
| 5 |
Rogers Communications
RCI
|
$388K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.98% |
| 2 | Technology | 8.16% |
| 3 | Financials | 6.09% |
| 4 | Energy | 5.65% |
| 5 | Consumer Discretionary | 4.04% |
