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Camelot Portfolios

Turnkey Portfolios
Orchard Portfolios
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Individual Strategies & Fact Sheets
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EVDIX
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Kayla Wolf
November 17, 2025

Core Income (and Trans) Update

Kayla Wolf
November 17, 2025

Added/ Increased: GBOSX. GIBIX, HFRO, PLSRX/PLFSX, VVR

Removed/ Decreased: EPRF, LLDYX, PLFRX/PLFDX

Comment
Kayla Wolf
November 17, 2025

Premium Fund Management (and Trans) Update

Kayla Wolf
November 17, 2025

Added/ Increased: BDFIX/BDFFX, DAUG, ETILX/ETGLX, FLPSX, GSIMX/GSIE/ GSIHX, OAKIX, VBR, VMRXX

Removed/ Decreased: EVDIX/EVDAX, FIMKX/FAMKX, HFRO, GBIL, MINT

Comment
Kayla Wolf
November 12, 2025

Premium Municipals Update

Kayla Wolf
November 12, 2025

Added/ Increased: CGHM, EIM, KTF, PML

Removed/ Decreased: EVN, NAD, NEA, NZF

Comment
Kayla Wolf
November 12, 2025

Tactical Growth Update

Kayla Wolf
November 12, 2025

Added/Increased: IWS

Removed/Decreased: SPY

Comment
Kayla Wolf
November 7, 2025

Core Income (and Trans) Update

Kayla Wolf
November 7, 2025

Added/Increased: VVR & PLSRX/PLSFX

Decreased/Removed: EPRF, GBOSX, GIBIX, LLDYX, PLFRX/PLDFX

Comment
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PHONE: 1-419-794-0538 . FAX: 1-419-794-0539

ADDRESS: Camelot Portfolios, llc.

1700 Woodlands Drive . SUITE 100 . Maumee, OHIO 43537

email support: king.arthur@camelotportfolios.com


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