CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+1.25%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$158M
AUM Growth
+$158M
(-1.6%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
330
New
68
Increased
71
Reduced
61
Closed
66
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.45M |
| 3 |
Pfizer
PFE
|
$1.91M |
| 4 |
Cisco
CSCO
|
$1.65M |
| 5 |
Procter & Gamble
PG
|
$1.65M |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$12.1M |
| 2 |
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
|
$11.3M |
| 3 |
Cigna
CI
|
$1.69M |
| 4 |
APA Corp
APA
|
$1.63M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.39M |
Sector Composition
| 1 | Technology | 9.69% |
| 2 | Healthcare | 9.16% |
| 3 | Industrials | 7% |
| 4 | Financials | 5.95% |
| 5 | Consumer Discretionary | 5.89% |
