CFA
Camarda Financial Advisors Portfolio holdings
AUM
$254M
This Quarter Return
+0.25%
1 Year Return
+25.59%
3 Year Return
+123.34%
5 Year Return
+275.65%
10 Year Return
+350.86%
AUM
$93.5M
AUM Growth
+$93.5M
(-8.8%)
Cap. Flow
-$6.9M
Cap. Flow
% of AUM
-7.38%
Top 10 Holdings %
Top 10 Hldgs %
42.14%
Holding
262
New
89
Increased
42
Reduced
70
Closed
25
Top Buys
| 1 |
Alerian MLP ETF
AMLP
|
$2.8M |
| 2 |
Invesco Preferred ETF
PGX
|
$2.55M |
| 3 |
PHD
Pioneer Floating Rate Fund
PHD
|
$1.22M |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$292K |
| 5 |
United Parcel Service
UPS
|
$273K |
Top Sells
Sector Composition
| 1 | Industrials | 22.34% |
| 2 | Technology | 13.09% |
| 3 | Healthcare | 7.3% |
| 4 | Communication Services | 6.97% |
| 5 | Consumer Discretionary | 4.66% |
