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Camelot Portfolios

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Individual Strategies & Fact Sheets
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EVDIX
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Kayla Wolf
July 16, 2024

Core Income Update

Kayla Wolf
July 16, 2024

Added or Increased: EVDIX, PLFRX

Eliminated or Decreased: EPRX, GBOSX

Comment
Kayla Wolf
July 10, 2024

Premium Stock Dividend Update

Kayla Wolf
July 10, 2024

Added or Increased: BMY, ES, F, HII, HST, KLG, OMC, PII, TPR, TSN

Eliminated or Decreased: AJX, C, CAG, CMP, CSCO, DFS, GPMT, HFRO, LLYVA, MFIC, NXDT, RNP, SPG, SWX

Comment
Kayla Wolf
July 10, 2024

Tactical Growth Update

Kayla Wolf
July 10, 2024

Added or Increased: ENVX, EWY, GNRC, SE, XBI

Eliminated or Decreased: MINT

Comment
Kayla Wolf
July 10, 2024

SMID Value Update

Kayla Wolf
July 10, 2024

Added or Increased: BAND, BAX, ES, K, KLG

Eliminated or Decreased: ACRE, BKE, CMP, CWH, DPZ, GPMT, LLYVA, SABR, SBRA

Comment
Kayla Wolf
July 3, 2024

Opportunities Income Update

Kayla Wolf
July 3, 2024

Added or Increased: LSYIX, SEIX

Eliminated or Decreased: EVV, FSD, FTHY, JRI, KYN, RNP

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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