CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
1-Year Return
25.59%
This Quarter Return
+1.88%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$161M
AUM Growth
-$2.89M
(-1.8%)
Cap. Flow
-$3.18M
Cap. Flow
% of AUM
-1.98%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
333
New
97
Increased
61
Reduced
56
Closed
71
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$949K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$551K |
| 3 |
Exxon Mobil
XOM
|
$520K |
| 4 |
Mattel
MAT
|
$516K |
| 5 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$511K |
Top Sells
Sector Composition
| 1 | Healthcare | 9.95% |
| 2 | Technology | 8.11% |
| 3 | Industrials | 7.86% |
| 4 | Consumer Discretionary | 6.71% |
| 5 | Financials | 5.87% |
