CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
-0.58%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$179M
AUM Growth
-$435K
(-0.24%)
Cap. Flow
+$1.97M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
44.2%
Holding
293
New
45
Increased
59
Reduced
63
Closed
76
Top Buys
Top Sells
| 1 |
Cigna
CI
|
$553K |
| 2 |
Western Union
WU
|
$461K |
| 3 |
GE Aerospace
GE
|
$415K |
| 4 |
Pfizer
PFE
|
$403K |
| 5 |
Sun Communities
SUI
|
$385K |
Sector Composition
| 1 | Healthcare | 8.07% |
| 2 | Financials | 6.95% |
| 3 | Technology | 6.82% |
| 4 | Industrials | 6.15% |
| 5 | Consumer Discretionary | 6.01% |
