We are live on ! Find out more
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
$147M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$707K
3
+$522K
4
VZ icon
Verizon
VZ
+$292K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$135K

Top Sells

1
+$4.44M
2
+$2.21M
3
+$2.17M
4
RFV icon
Invesco S&P MidCap 400 Pure Value ETF
RFV
+$1.15M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$918K

Sector Composition

1 Healthcare 10.78%
2 Technology 9.25%
3 Communication Services 7.05%
4 Industrials 6.62%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-187
277
– –
-130
278
– –
-5,731
279
– –
-310
280
– –
-400
281
– –
-6,000
282
– –
-311
283
– –
-6
284
– –
-4,972
285
– –
-240
286
– –
-246
287
– –
-252
288
– –
-293,273
289
$0 ﹤0.01%
5
290
$0 ﹤0.01%
25
291
– –
-301
292
$0 ﹤0.01%
25
293
– –
-774
294
– –
-13
295
– –
-91,955
296
$0 ﹤0.01%
+2
297
– –
-8,000
298
– –
-83
299
– –
-669
300
– –
-507
8 9 10 11
12