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

Top Buys

1
+$2.8M
2
+$2.55M
3
+$1.22M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$292K
5
UPS icon
United Parcel Service
UPS
+$273K

Top Sells

1
+$2.35M
2
+$1.87M
3
+$1.46M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.1M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$956K

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
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