CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
-8.92%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$161M
AUM Growth
-$18.6M
(-10%)
Cap. Flow
-$2.76M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
245
New
28
Increased
42
Reduced
43
Closed
78
Top Buys
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
$3.99M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.46M |
| 3 |
Delta Air Lines
DAL
|
$1.46M |
| 4 |
Walt Disney
DIS
|
$1.42M |
| 5 |
FTR
Frontier Communications Corp.
FTR
|
$1.33M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$4.3M |
| 2 |
Western Union
WU
|
$1.78M |
| 3 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
$1.64M |
| 4 |
Rogers Communications
RCI
|
$1.59M |
| 5 |
Travelers Companies
TRV
|
$1.54M |
Sector Composition
| 1 | Healthcare | 9.44% |
| 2 | Industrials | 6.61% |
| 3 | Technology | 6.49% |
| 4 | Consumer Discretionary | 5.56% |
| 5 | Financials | 4.84% |
