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CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$435K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.33M
3
+$638K
4
FM
iShares Frontier and Select EM ETF
FM
+$584K
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$545K

Top Sells

1
+$482K
2
+$472K
3
+$423K
4
PFE icon
Pfizer
PFE
+$413K
5
SUI icon
Sun Communities
SUI
+$385K

Sector Composition

1 Healthcare 8.07%
2 Financials 6.95%
3 Industrials 6.9%
4 Technology 6.07%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
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