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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
$93.5M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.53M
3
+$1.24M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$302K
5
UPS icon
United Parcel Service
UPS
+$264K

Top Sells

1
+$2.31M
2
+$1.83M
3
+$1.45M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.1M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$940K

Sector Composition

1 Industrials 22.34%
2 Technology 13.09%
3 Healthcare 7.3%
4 Communication Services 6.97%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+12
227
$1K ﹤0.01%
+15
228
$1K ﹤0.01%
+37
229
$1K ﹤0.01%
+23
230
$1K ﹤0.01%
+35
231
$1K ﹤0.01%
+60
232
$1K ﹤0.01%
12
233
$1K ﹤0.01%
+4
234
$1K ﹤0.01%
+28
235
$1K ﹤0.01%
+14
236
$1K ﹤0.01%
+27
237
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