CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+3.65%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$163M
AUM Growth
+$163M
(+1.7%)
Cap. Flow
-$979K
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
37.59%
Holding
247
New
80
Increased
55
Reduced
44
Closed
11
Top Buys
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.09M |
| 2 |
McKesson
MCK
|
$1.01M |
| 3 |
Citigroup
C
|
$925K |
| 4 |
VF Corp
VFC
|
$900K |
| 5 |
iShares Currency Hedged MSCI Emerging Markets
HEEM
|
$640K |
Top Sells
Sector Composition
| 1 | Healthcare | 10.29% |
| 2 | Industrials | 7.82% |
| 3 | Technology | 7.54% |
| 4 | Consumer Discretionary | 6.97% |
| 5 | Financials | 5.45% |
