CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.37M
3
+$5.18M
4
FEO
First Trust/abrdn Emerging Opportunity Fund
FEO
+$3.77M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.97M

Top Sells

1
+$4.06M
2
+$3.45M
3
+$1.94M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$1.89M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.83M

Sector Composition

1 Healthcare 10.87%
2 Technology 8.73%
3 Communication Services 5.96%
4 Consumer Discretionary 5.87%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
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