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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
$157M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.59M
3
+$668K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$561K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$544K

Top Sells

1
+$6.81M
2
+$1.07M
3
+$644K
4
AAP icon
Advance Auto Parts
AAP
+$433K
5
AMGN icon
Amgen
AMGN
+$398K

Sector Composition

1 Healthcare 12.8%
2 Technology 6.33%
3 Financials 5.7%
4 Consumer Discretionary 5.48%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
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